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
901
$438K 0.01%
1,370
-29
902
$438K 0.01%
11,594
+496
903
$433K 0.01%
1,401
+43
904
$432K 0.01%
12,506
+2,784
905
$432K 0.01%
4,813
+508
906
$432K 0.01%
3,126
+1,002
907
$430K 0.01%
12,673
-1,026
908
$428K 0.01%
17,131
-1,086
909
$428K 0.01%
3,225
+3,104
910
$426K 0.01%
5,106
-312
911
$426K 0.01%
323
+54
912
$424K 0.01%
11,120
-94
913
$423K 0.01%
42,732
+42,490
914
$423K 0.01%
2,487
-131
915
$422K 0.01%
3,728
+410
916
$421K 0.01%
3,178
+287
917
$420K 0.01%
1,958
+164
918
$420K 0.01%
2,552
+735
919
$419K 0.01%
13,499
-6,424
920
$418K 0.01%
20,430
+15,817
921
$417K 0.01%
598
+60
922
$417K 0.01%
7,726
-5,137
923
$417K 0.01%
4,016
+108
924
$416K 0.01%
3,523
925
$416K 0.01%
7,168
+2,590
35 36
37
38 39