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
2726
$13K ﹤0.01%
+1,690
2727
$13K ﹤0.01%
180
-218
2728
$13K ﹤0.01%
170
2729
$13K ﹤0.01%
172
2730
$13K ﹤0.01%
893
2731
$13K ﹤0.01%
305
2732
$13K ﹤0.01%
500
-250
2733
$13K ﹤0.01%
+102
2734
$13K ﹤0.01%
1,260
2735
$13K ﹤0.01%
160
2736
$13K ﹤0.01%
1,000
2737
$13K ﹤0.01%
301
-128
2738
$13K ﹤0.01%
250
-85
2739
$13K ﹤0.01%
1,000
2740
$13K ﹤0.01%
464
2741
$13K ﹤0.01%
1,631
2742
$13K ﹤0.01%
+500
2743
$13K ﹤0.01%
1,000
2744
$13K ﹤0.01%
180
+80
2745
$13K ﹤0.01%
375
-155
2746
$13K ﹤0.01%
504
-60
2747
$13K ﹤0.01%
213
-13
2748
$13K ﹤0.01%
117
+17
2749
$13K ﹤0.01%
291
2750
$13K ﹤0.01%
686
108 109
110
111 112