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
176
$5.02M 0.13%
107,340
+20,329
177
$4.98M 0.13%
19,426
-1,332
178
$4.95M 0.13%
110,823
+375
179
$4.92M 0.13%
101,768
-144
180
$4.89M 0.13%
145,670
-21,391
181
$4.87M 0.13%
59,420
-13,600
182
$4.85M 0.13%
96,845
+16,967
183
$4.8M 0.12%
46,447
-226
184
$4.68M 0.12%
15,582
+517
185
$4.66M 0.12%
81,691
+8,215
186
$4.62M 0.12%
55,091
+15,011
187
$4.59M 0.12%
108,781
-3,157
188
$4.59M 0.12%
57,412
-248
189
$4.57M 0.12%
99,861
-3,375
190
$4.54M 0.12%
54,001
+9,141
191
$4.54M 0.12%
17,490
-587
192
$4.51M 0.12%
24,515
+530
193
$4.5M 0.12%
118,578
-5,302
194
$4.47M 0.12%
12,955
-7,728
195
$4.46M 0.12%
59,940
+387
196
$4.44M 0.12%
142,841
-7,317
197
$4.37M 0.11%
47,616
+5,796
198
$4.35M 0.11%
14,468
+2,340
199
$4.28M 0.11%
131,311
-1,690
200
$4.19M 0.11%
15,008
+1,117
6 7
8
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