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
2651
$15K ﹤0.01%
600
2652
$15K ﹤0.01%
+530
2653
$15K ﹤0.01%
353
-3
2654
$15K ﹤0.01%
398
-1
2655
$15K ﹤0.01%
700
2656
$15K ﹤0.01%
200
2657
$15K ﹤0.01%
1,150
2658
$15K ﹤0.01%
341
-353
2659
$15K ﹤0.01%
863
2660
$15K ﹤0.01%
7,824
2661
$15K ﹤0.01%
228
2662
$15K ﹤0.01%
1,913
2663
$15K ﹤0.01%
886
2664
$15K ﹤0.01%
454
+300
2665
$15K ﹤0.01%
+300
2666
$15K ﹤0.01%
3,458
-46
2667
$15K ﹤0.01%
218
2668
$15K ﹤0.01%
617
2669
$15K ﹤0.01%
1,308
2670
$15K ﹤0.01%
+301
2671
$15K ﹤0.01%
200
-250
2672
$15K ﹤0.01%
605
2673
$14K ﹤0.01%
1,765
-180
2674
$14K ﹤0.01%
275
2675
$14K ﹤0.01%
3,053
-2,747
105 106
107
108 109