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
1226
$224K 0.01%
491
+291
1227
$223K 0.01%
12,099
1228
$223K 0.01%
1,674
+190
1229
$221K 0.01%
1,366
-246
1230
$221K 0.01%
2,174
-53
1231
$221K 0.01%
22,544
+4,040
1232
$221K 0.01%
10,043
-200
1233
$221K 0.01%
8,468
+2,347
1234
$220K 0.01%
844
-123
1235
$220K 0.01%
11,809
-5,996
1236
$220K 0.01%
702
-34
1237
$220K 0.01%
3,092
+937
1238
$220K 0.01%
6,004
-4,873
1239
$220K 0.01%
10,117
+2,134
1240
$219K 0.01%
966
+148
1241
$218K 0.01%
4,941
+4,000
1242
$218K 0.01%
6,560
1243
$217K 0.01%
2,347
+311
1244
$216K 0.01%
5,681
+604
1245
$216K 0.01%
1,052
-82
1246
$215K 0.01%
5,771
-42
1247
$215K 0.01%
86,698
+1,340
1248
$215K 0.01%
3,317
+8
1249
$215K 0.01%
550
+44
1250
$215K 0.01%
5,329
+2,524
48 49
50
51 52