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
2526
$19K ﹤0.01%
825
+25
2527
$19K ﹤0.01%
2,000
2528
$19K ﹤0.01%
686
2529
$18K ﹤0.01%
829
2530
$18K ﹤0.01%
5,210
+2,050
2531
$18K ﹤0.01%
265
+75
2532
$18K ﹤0.01%
2,320
+966
2533
$18K ﹤0.01%
1,190
-575
2534
$18K ﹤0.01%
600
2535
$18K ﹤0.01%
+2,000
2536
$18K ﹤0.01%
1,043
2537
$18K ﹤0.01%
357
2538
$18K ﹤0.01%
1,217
+717
2539
$18K ﹤0.01%
518
+5
2540
$18K ﹤0.01%
1,100
2541
$18K ﹤0.01%
746
+46
2542
$18K ﹤0.01%
495
-443
2543
$18K ﹤0.01%
510
2544
$18K ﹤0.01%
1,187
2545
$18K ﹤0.01%
400
2546
$18K ﹤0.01%
345
+45
2547
$18K ﹤0.01%
1,450
+131
2548
$18K ﹤0.01%
775
2549
$18K ﹤0.01%
127
-31
2550
$18K ﹤0.01%
900
100 101
102
103 104