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
951
$395K 0.01%
11,477
-3,605
952
$395K 0.01%
3,848
+99
953
$394K 0.01%
7,274
-1,744
954
$393K 0.01%
8,375
+1,850
955
$393K 0.01%
15,355
-600
956
$392K 0.01%
3,976
957
$391K 0.01%
4,886
+1,097
958
$390K 0.01%
1,827
+334
959
$390K 0.01%
871
+315
960
$390K 0.01%
4,593
+2,888
961
$385K 0.01%
7,951
+1,453
962
$383K 0.01%
3,824
+2,011
963
$382K 0.01%
11,859
-1,093
964
$382K 0.01%
5,206
+785
965
$381K 0.01%
7,168
-264
966
$376K 0.01%
6,618
+1,126
967
$376K 0.01%
23,298
+14,268
968
$376K 0.01%
2,650
-10,616
969
$375K 0.01%
21,430
+1,464
970
$375K 0.01%
5,647
+1,646
971
$375K 0.01%
11,349
+1,084
972
$374K 0.01%
10,794
-443
973
$374K 0.01%
2,189
+103
974
$374K 0.01%
7,628
+42
975
$374K 0.01%
2,651
-668
37 38
39
40 41