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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.66M
3
+$5.63M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.29M
5
ENB icon
Enbridge
ENB
+$3.98M

Top Sells

1
+$5.54M
2
+$5.12M
3
+$4.01M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.77M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.5M

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$20K ﹤0.01%
1,194
+141
2502
$19K ﹤0.01%
522
+5
2503
$19K ﹤0.01%
1,017
2504
$19K ﹤0.01%
529
+450
2505
$19K ﹤0.01%
941
+171
2506
$19K ﹤0.01%
500
+200
2507
$19K ﹤0.01%
279
-904
2508
$19K ﹤0.01%
429
-27
2509
$19K ﹤0.01%
459
+193
2510
$19K ﹤0.01%
1,092
2511
$19K ﹤0.01%
379
2512
$19K ﹤0.01%
1,900
2513
$19K ﹤0.01%
292
+71
2514
$19K ﹤0.01%
500
2515
$19K ﹤0.01%
434
-60
2516
$19K ﹤0.01%
330
2517
$19K ﹤0.01%
+2,050
2518
$19K ﹤0.01%
360
-88
2519
$19K ﹤0.01%
65
+15
2520
$19K ﹤0.01%
150
2521
$19K ﹤0.01%
1,831
+119
2522
$19K ﹤0.01%
500
2523
$19K ﹤0.01%
127
+73
2524
$19K ﹤0.01%
1,230
2525
$19K ﹤0.01%
1,050
99 100
101
102 103