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
2376
$27.1K ﹤0.01%
668
+620
2377
$27.1K ﹤0.01%
+529
2378
$27.1K ﹤0.01%
641
+610
2379
$27.1K ﹤0.01%
2,315
2380
$27.1K ﹤0.01%
157
-120
2381
$27.1K ﹤0.01%
+612
2382
$27K ﹤0.01%
196
+170
2383
$27K ﹤0.01%
550
2384
$26.8K ﹤0.01%
153
-39
2385
$26.8K ﹤0.01%
750
2386
$26.8K ﹤0.01%
335
2387
$26.7K ﹤0.01%
461
-2,430
2388
$26.6K ﹤0.01%
798
-77
2389
$26.6K ﹤0.01%
1,129
-677
2390
$26.5K ﹤0.01%
940
-2,317
2391
$26.5K ﹤0.01%
1,302
2392
$26.5K ﹤0.01%
897
+822
2393
$26.3K ﹤0.01%
859
-7
2394
$26.2K ﹤0.01%
+1,250
2395
$26.1K ﹤0.01%
336
-5
2396
$26K ﹤0.01%
2,971
+1,271
2397
$26K ﹤0.01%
2,190
+1,300
2398
$25.9K ﹤0.01%
348
2399
$25.9K ﹤0.01%
269
+179
2400
$25.9K ﹤0.01%
2,274
+134
94 95
96
97 98