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
2601
$16K ﹤0.01%
240
2602
$16K ﹤0.01%
1,241
-1,345
2603
$16K ﹤0.01%
816
2604
$16K ﹤0.01%
407
-2,620
2605
$16K ﹤0.01%
356
-7
2606
$16K ﹤0.01%
625
+1
2607
$16K ﹤0.01%
1,000
2608
$16K ﹤0.01%
476
+402
2609
$16K ﹤0.01%
314
-606
2610
$16K ﹤0.01%
+1,040
2611
$16K ﹤0.01%
1,490
-100
2612
$16K ﹤0.01%
817
2613
$16K ﹤0.01%
1,225
+14
2614
$16K ﹤0.01%
279
2615
$16K ﹤0.01%
638
2616
$16K ﹤0.01%
+300
2617
$16K ﹤0.01%
+294
2618
$16K ﹤0.01%
363
-2
2619
$16K ﹤0.01%
450
-102
2620
$16K ﹤0.01%
158
-3
2621
$16K ﹤0.01%
871
-9
2622
$16K ﹤0.01%
1,000
2623
$16K ﹤0.01%
83
2624
$16K ﹤0.01%
718
-184
2625
$16K ﹤0.01%
221
+100
103 104
105
106 107