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
1151
$269K 0.01%
3,784
-2,374
1152
$269K 0.01%
4,008
-78
1153
$268K 0.01%
9,250
1154
$267K 0.01%
3,884
-1,026
1155
$266K 0.01%
5,672
+3,090
1156
$265K 0.01%
1,538
-720
1157
$265K 0.01%
10,216
+800
1158
$265K 0.01%
6,367
-1,161
1159
$264K 0.01%
1,046
+52
1160
$264K 0.01%
1,407
-89
1161
$263K 0.01%
9,112
-3,288
1162
$263K 0.01%
117,800
-302
1163
$262K 0.01%
5,474
-1,000
1164
$262K 0.01%
1,532
+316
1165
$262K 0.01%
12,846
-42
1166
$262K 0.01%
758
+24
1167
$259K 0.01%
806
+537
1168
$259K 0.01%
5,859
+3,038
1169
$259K 0.01%
8,336
+770
1170
$258K 0.01%
1,307
-179
1171
$258K 0.01%
5,493
+815
1172
$258K 0.01%
1,050
-853
1173
$258K 0.01%
390
-10
1174
$257K 0.01%
8,702
+1,538
1175
$257K 0.01%
499
+305
45 46
47
48 49