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
1051
$324K 0.01%
8,305
-3,245
1052
$324K 0.01%
3,816
-184
1053
$323K 0.01%
5,713
+159
1054
$323K 0.01%
17,271
+3,118
1055
$323K 0.01%
20,119
-550
1056
$323K 0.01%
1,813
+669
1057
$323K 0.01%
1,186
+269
1058
$322K 0.01%
2,755
-161
1059
$322K 0.01%
3,496
+60
1060
$322K 0.01%
8,342
+4,214
1061
$322K 0.01%
2,019
-352
1062
$321K 0.01%
1,168
+615
1063
$321K 0.01%
387
+361
1064
$320K 0.01%
1,841
+58
1065
$320K 0.01%
3,201
+575
1066
$318K 0.01%
2,546
1067
$318K 0.01%
14,896
-4,197
1068
$318K 0.01%
904
+289
1069
$317K 0.01%
9,236
-10
1070
$316K 0.01%
4,138
-1,933
1071
$316K 0.01%
11,281
+1,864
1072
$316K 0.01%
6,461
-327
1073
$316K 0.01%
2,119
+652
1074
$314K 0.01%
1,131
-153
1075
$314K 0.01%
9,561
+1,851
41 42
43
44 45