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
976
$373K 0.01%
8,530
977
$372K 0.01%
1,394
-918
978
$372K 0.01%
18,803
+3,008
979
$372K 0.01%
6,317
+2,366
980
$370K 0.01%
4,829
-650
981
$370K 0.01%
682
+22
982
$369K 0.01%
5,225
+971
983
$368K 0.01%
2,674
-21
984
$368K 0.01%
4,054
-246
985
$368K 0.01%
3,667
-2,872
986
$367K 0.01%
1,797
+251
987
$367K 0.01%
9,862
-12
988
$366K 0.01%
8,011
+349
989
$366K 0.01%
2,212
+1,966
990
$365K 0.01%
4,938
+17
991
$365K 0.01%
7,010
+345
992
$365K 0.01%
4,713
+1,845
993
$364K 0.01%
22,864
+1,582
994
$363K 0.01%
2,813
-144
995
$362K 0.01%
4,035
+306
996
$361K 0.01%
9,430
+2,686
997
$361K 0.01%
7,770
-1,017
998
$360K 0.01%
23,960
-10,149
999
$360K 0.01%
4,280
-281
1000
$358K 0.01%
20,123
+4,832
38 39
40
41 42