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
926
$415K 0.01%
8,846
+5,409
927
$415K 0.01%
6,735
-216
928
$414K 0.01%
8,289
+424
929
$414K 0.01%
4,878
-34
930
$413K 0.01%
8,119
-348
931
$413K 0.01%
2,989
-1,250
932
$413K 0.01%
16,510
-2
933
$412K 0.01%
3,482
-1,719
934
$412K 0.01%
4,642
-787
935
$411K 0.01%
6,010
-228
936
$411K 0.01%
833
+222
937
$411K 0.01%
1,185
+174
938
$411K 0.01%
11,914
+1,703
939
$410K 0.01%
1,334
+316
940
$410K 0.01%
+5,738
941
$410K 0.01%
12,303
+189
942
$409K 0.01%
8,307
+752
943
$408K 0.01%
746
-125
944
$405K 0.01%
15,950
-796
945
$404K 0.01%
8,060
-295
946
$404K 0.01%
12,133
+7,027
947
$402K 0.01%
2,882
-349
948
$400K 0.01%
1,056
-13
949
$398K 0.01%
4,038
+657
950
$397K 0.01%
7,805
-16,748
36 37
38
39 40