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
1176
$256K 0.01%
5,376
+7
1177
$255K 0.01%
1,990
-506
1178
$254K 0.01%
1,104
+49
1179
$254K 0.01%
6,432
+10
1180
$254K 0.01%
7,563
+163
1181
$253K 0.01%
964
+283
1182
$253K 0.01%
6,030
+3,603
1183
$253K 0.01%
9,708
-16,821
1184
$253K 0.01%
4,035
-119
1185
$251K 0.01%
844
+126
1186
$251K 0.01%
5,645
-5,238
1187
$250K 0.01%
1,504
-1,010
1188
$250K 0.01%
3,176
+2,036
1189
$246K 0.01%
4,933
-1,653
1190
$244K 0.01%
756
+52
1191
$244K 0.01%
9,215
+4,900
1192
$243K 0.01%
3,645
-2
1193
$243K 0.01%
2,425
+87
1194
$242K 0.01%
1,692
+304
1195
$242K 0.01%
6,939
+149
1196
$241K 0.01%
1,583
-1,163
1197
$241K 0.01%
8,383
1198
$241K 0.01%
9,397
+1,738
1199
$240K 0.01%
5,926
-74
1200
$240K 0.01%
375
-217
46 47
48
49 50