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
1251
$215K 0.01%
5,167
+2,095
1252
$215K 0.01%
6,275
+152
1253
$214K 0.01%
+12,437
1254
$214K 0.01%
742
-357
1255
$213K 0.01%
6,281
+29
1256
$212K 0.01%
2,887
+791
1257
$212K 0.01%
13,042
-3,503
1258
$211K 0.01%
3,200
-311
1259
$211K 0.01%
1,980
+1,280
1260
$210K 0.01%
171
+81
1261
$210K 0.01%
4,978
+256
1262
$209K 0.01%
3,688
-337
1263
$209K 0.01%
4,130
+981
1264
$209K 0.01%
3,668
-81
1265
$208K 0.01%
8,623
-6,657
1266
$208K 0.01%
3,914
-6,573
1267
$208K 0.01%
4,613
+1,788
1268
$207K 0.01%
1,393
+341
1269
$207K 0.01%
3,911
-96
1270
$207K 0.01%
31,860
-10,000
1271
$207K 0.01%
2,010
+663
1272
$206K 0.01%
3,994
+162
1273
$206K 0.01%
6,710
+64
1274
$205K 0.01%
388
-132
1275
$205K 0.01%
3,707
+1
49 50
51
52 53