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
1701
$88.7K ﹤0.01%
5,730
-101
1702
$88.7K ﹤0.01%
+1,140
1703
$88.6K ﹤0.01%
2,026
+14
1704
$88.5K ﹤0.01%
+2,087
1705
$88.4K ﹤0.01%
1,296
+802
1706
$88.1K ﹤0.01%
1,098
+347
1707
$88.1K ﹤0.01%
2,702
+2,666
1708
$88.1K ﹤0.01%
1,689
+3
1709
$87.8K ﹤0.01%
1,944
+1,055
1710
$87.7K ﹤0.01%
928
-11
1711
$87.5K ﹤0.01%
3,127
+1,912
1712
$87.3K ﹤0.01%
2,782
-16
1713
$87.3K ﹤0.01%
7,641
+1,144
1714
$86.8K ﹤0.01%
1,929
+67
1715
$86.6K ﹤0.01%
3,400
1716
$86.5K ﹤0.01%
586
1717
$86.5K ﹤0.01%
+6,100
1718
$86.3K ﹤0.01%
6,441
+728
1719
$86K ﹤0.01%
4,613
+858
1720
$85.8K ﹤0.01%
+4,704
1721
$85.7K ﹤0.01%
4,659
-22
1722
$85.7K ﹤0.01%
813
-300
1723
$85.6K ﹤0.01%
1,604
+629
1724
$85.6K ﹤0.01%
3,822
+3,342
1725
$85.5K ﹤0.01%
430
-168
67 68
69
70 71