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
101
$8.04M 0.21%
161,317
+16,947
102
$7.99M 0.21%
148,353
+111,489
103
$7.92M 0.21%
28,956
-471
104
$7.81M 0.2%
312,634
+89,141
105
$7.69M 0.2%
63,313
-705
106
$7.69M 0.2%
133,758
-19,171
107
$7.47M 0.19%
15,651
-111
108
$7.44M 0.19%
47,879
-6,914
109
$7.43M 0.19%
61,645
-5,077
110
$7.28M 0.19%
198,499
+90,720
111
$7.26M 0.19%
98,776
+20,069
112
$7.14M 0.19%
293,256
-10,303
113
$7.11M 0.18%
196,946
+6,249
114
$7.04M 0.18%
206,139
-4,698
115
$7.04M 0.18%
19,796
-944
116
$6.85M 0.18%
47,382
+650
117
$6.84M 0.18%
49,121
+21,028
118
$6.83M 0.18%
22,479
+630
119
$6.82M 0.18%
52,577
-24,955
120
$6.81M 0.18%
145,745
-5,773
121
$6.8M 0.18%
134,342
+133,460
122
$6.77M 0.18%
94,850
+2,544
123
$6.76M 0.18%
56,420
+8,820
124
$6.62M 0.17%
68,629
+4,911
125
$6.54M 0.17%
126,704
-1,284
3 4
5
6 7