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
2701
$14K ﹤0.01%
250
2702
$14K ﹤0.01%
468
-460
2703
$14K ﹤0.01%
115
+88
2704
$14K ﹤0.01%
224
-158
2705
$14K ﹤0.01%
500
+150
2706
$14K ﹤0.01%
180
+60
2707
$14K ﹤0.01%
+230
2708
– –
0
2709
$14K ﹤0.01%
22
2710
$14K ﹤0.01%
1
2711
$14K ﹤0.01%
227
-56
2712
$14K ﹤0.01%
638
2713
$14K ﹤0.01%
5,463
-577
2714
$14K ﹤0.01%
2,000
-3,000
2715
$14K ﹤0.01%
315
2716
$14K ﹤0.01%
1,159
2717
$14K ﹤0.01%
175
-1,525
2718
$14K ﹤0.01%
1,070
2719
$14K ﹤0.01%
592
+92
2720
$14K ﹤0.01%
800
2721
$14K ﹤0.01%
76
+51
2722
$14K ﹤0.01%
931
2723
$14K ﹤0.01%
439
-5
2724
$13K ﹤0.01%
755
+345
2725
$13K ﹤0.01%
336
107 108
109
110 111