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
2751
$13K ﹤0.01%
158
2752
$13K ﹤0.01%
311
-78
2753
$13K ﹤0.01%
336
-264
2754
$13K ﹤0.01%
385
2755
$13K ﹤0.01%
1,096
2756
$13K ﹤0.01%
300
+4
2757
$13K ﹤0.01%
750
2758
$13K ﹤0.01%
425
+25
2759
$13K ﹤0.01%
1,533
-241
2760
$13K ﹤0.01%
1,345
2761
$13K ﹤0.01%
1,024
2762
$13K ﹤0.01%
290
2763
$13K ﹤0.01%
324
+250
2764
$12K ﹤0.01%
122
-5
2765
$12K ﹤0.01%
297
2766
$12K ﹤0.01%
206
+68
2767
$12K ﹤0.01%
1,062
+7
2768
$12K ﹤0.01%
2,650
-1,804
2769
$12K ﹤0.01%
505
-10
2770
$12K ﹤0.01%
1,500
2771
$12K ﹤0.01%
405
-441
2772
$12K ﹤0.01%
1,000
2773
$12K ﹤0.01%
215
2774
$12K ﹤0.01%
1,250
-619
2775
$12K ﹤0.01%
252
109 110
111
112 113