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
876
$479K 0.01%
3,028
-127
877
$478K 0.01%
5,197
+1,772
878
$476K 0.01%
6,134
+316
879
$475K 0.01%
17,750
-1,500
880
$475K 0.01%
5,812
+4,538
881
$474K 0.01%
17,576
+3,696
882
$473K 0.01%
13,592
-494
883
$470K 0.01%
2,547
+398
884
$467K 0.01%
4,167
-491
885
$465K 0.01%
6,895
-13,411
886
$464K 0.01%
7,433
+2,298
887
$463K 0.01%
628
-38
888
$461K 0.01%
1,555
+375
889
$461K 0.01%
10,419
+280
890
$460K 0.01%
3,649
-1
891
$459K 0.01%
40,938
+9,679
892
$456K 0.01%
582
+151
893
$455K 0.01%
7,624
+198
894
$452K 0.01%
75,058
895
$451K 0.01%
1,645
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896
$449K 0.01%
8,861
+79
897
$449K 0.01%
11,964
+295
898
$447K 0.01%
23,116
+12,914
899
$445K 0.01%
4,082
-201
900
$440K 0.01%
3,869
-300
34 35
36
37 38