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
2626
$16K ﹤0.01%
930
2627
$16K ﹤0.01%
993
-500
2628
$16K ﹤0.01%
199
-202
2629
$16K ﹤0.01%
525
+25
2630
$16K ﹤0.01%
3,571
+2,142
2631
$16K ﹤0.01%
42
2632
$16K ﹤0.01%
900
2633
$16K ﹤0.01%
1,300
-600
2634
$16K ﹤0.01%
344
+144
2635
$16K ﹤0.01%
872
2636
$16K ﹤0.01%
2,700
2637
$16K ﹤0.01%
256
-255
2638
$16K ﹤0.01%
282
-63
2639
$15K ﹤0.01%
178
-3
2640
$15K ﹤0.01%
289
+89
2641
$15K ﹤0.01%
550
-42
2642
$15K ﹤0.01%
938
-3
2643
$15K ﹤0.01%
1,065
2644
$15K ﹤0.01%
185
-164
2645
$15K ﹤0.01%
800
-800
2646
$15K ﹤0.01%
1,200
2647
$15K ﹤0.01%
575
-13
2648
$15K ﹤0.01%
239
2649
$15K ﹤0.01%
270
-30
2650
$15K ﹤0.01%
251
-76
104 105
106
107 108