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
1126
$281K 0.01%
8,726
-32,979
1127
$280K 0.01%
3,302
+561
1128
$280K 0.01%
11,299
-1,194
1129
$279K 0.01%
3,555
-27
1130
$278K 0.01%
8,224
+190
1131
$277K 0.01%
14,257
-120
1132
$277K 0.01%
6,290
1133
$276K 0.01%
1,170
-8
1134
$276K 0.01%
1,440
+776
1135
$276K 0.01%
11,051
+509
1136
$275K 0.01%
2,168
+1,004
1137
$274K 0.01%
5,270
-2,281
1138
$274K 0.01%
3,578
-226
1139
$273K 0.01%
6,515
+4,963
1140
$273K 0.01%
522
+12
1141
$273K 0.01%
9,750
+451
1142
$273K 0.01%
8,365
-28,736
1143
$272K 0.01%
3,072
+23
1144
$271K 0.01%
10,252
-150
1145
$271K 0.01%
11,746
+139
1146
$271K 0.01%
5,513
+285
1147
$270K 0.01%
+5,974
1148
$270K 0.01%
6,497
-4,266
1149
$269K 0.01%
5,690
-93
1150
$269K 0.01%
3,303
+18
44 45
46
47 48