IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$12.3M
3
+$10.1M
4
FNV icon
Franco-Nevada
FNV
+$9.51M
5
HDV
iShares Core High Dividend ETF
HDV
+$8.84M

Top Sells

1
+$23.7M
2
+$10.7M
3
+$9.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.76M
5
VTV icon
Vanguard Value ETF
VTV
+$7.56M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.28%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$517K 0.01%
627
+152
852
$516K 0.01%
25,088
-65,395
853
$515K 0.01%
2,182
+1,186
854
$511K 0.01%
11,830
+142
855
$506K 0.01%
10,038
+3,313
856
$505K 0.01%
1,591
-531
857
$505K 0.01%
2,353
+304
858
$504K 0.01%
15,989
+10,268
859
$504K 0.01%
31,316
-11,990
860
$503K 0.01%
13,281
-80
861
$502K 0.01%
1,166
+263
862
$501K 0.01%
+7,564
863
$500K 0.01%
1,670
+72
864
$500K 0.01%
25,695
+3,533
865
$496K 0.01%
4,803
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866
$496K 0.01%
3,583
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867
$493K 0.01%
11,307
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868
$492K 0.01%
3,552
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869
$492K 0.01%
3,725
-863
870
$492K 0.01%
16,281
+1,405
871
$491K 0.01%
10,332
872
$486K 0.01%
11,269
-996
873
$486K 0.01%
1,173
-135
874
$485K 0.01%
9,282
+538
875
$482K 0.01%
2,022
-114
33 34
35
36 37