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
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.5M
3
+$14.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.4M
5
VTV icon
Vanguard Value ETF
VTV
+$9.84M

Top Sells

1
+$19.9M
2
+$18.8M
3
+$17M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$16.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$15.4M

Sector Composition

1 Technology 11.78%
2 Financials 4.78%
3 Consumer Discretionary 3.56%
4 Industrials 3.41%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$102K ﹤0.01%
105
-539
1627
$102K ﹤0.01%
1,919
-2
1628
$102K ﹤0.01%
4,490
1629
$102K ﹤0.01%
2,143
+1,663
1630
$102K ﹤0.01%
3,188
-351
1631
$102K ﹤0.01%
+2,297
1632
$101K ﹤0.01%
1,816
-761
1633
$101K ﹤0.01%
2,462
1634
$101K ﹤0.01%
508
+140
1635
$101K ﹤0.01%
+5,102
1636
$101K ﹤0.01%
3,440
+2,668
1637
$100K ﹤0.01%
1,231
+115
1638
$100K ﹤0.01%
1,695
-577
1639
$100K ﹤0.01%
1,594
1640
$100K ﹤0.01%
1,600
1641
$99.9K ﹤0.01%
2,078
-691
1642
$99.7K ﹤0.01%
+3,237
1643
$98.9K ﹤0.01%
2,196
-806
1644
$98.7K ﹤0.01%
2,003
+1,000
1645
$98.7K ﹤0.01%
1,607
-210
1646
$98.6K ﹤0.01%
1,027
+19
1647
$98.5K ﹤0.01%
1,242
-25,022
1648
$98.5K ﹤0.01%
1,274
+1,173
1649
$98.4K ﹤0.01%
1,966
+18
1650
$98.3K ﹤0.01%
3,005
-232
64 65
66
67 68