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
2576
$17K ﹤0.01%
+790
2577
$17K ﹤0.01%
390
+383
2578
$17K ﹤0.01%
536
2579
$17K ﹤0.01%
1,146
2580
$17K ﹤0.01%
1,313
+9
2581
$17K ﹤0.01%
712
2582
$17K ﹤0.01%
208
+30
2583
$17K ﹤0.01%
420
-7
2584
$17K ﹤0.01%
1,000
2585
$17K ﹤0.01%
3
2586
$17K ﹤0.01%
960
2587
$17K ﹤0.01%
107
2588
$17K ﹤0.01%
500
-100
2589
$17K ﹤0.01%
+1,397
2590
$17K ﹤0.01%
1,200
2591
$17K ﹤0.01%
686
2592
$17K ﹤0.01%
85
-22
2593
$17K ﹤0.01%
406
2594
$17K ﹤0.01%
964
+5
2595
$17K ﹤0.01%
570
+80
2596
$17K ﹤0.01%
894
+1
2597
$17K ﹤0.01%
425
2598
$16K ﹤0.01%
600
2599
$16K ﹤0.01%
395
+2
2600
$16K ﹤0.01%
445
+137
102 103
104
105 106