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
2776
$12K ﹤0.01%
136
-15
2777
$12K ﹤0.01%
546
2778
$12K ﹤0.01%
739
-43
2779
$12K ﹤0.01%
198
+82
2780
$12K ﹤0.01%
286
+5
2781
$12K ﹤0.01%
500
2782
$12K ﹤0.01%
167
2783
$12K ﹤0.01%
222
2784
$12K ﹤0.01%
135
2785
$12K ﹤0.01%
+1,000
2786
$12K ﹤0.01%
486
+33
2787
$12K ﹤0.01%
514
-383
2788
$12K ﹤0.01%
312
-17
2789
$12K ﹤0.01%
250
-750
2790
$12K ﹤0.01%
9,700
2791
$12K ﹤0.01%
164
-143
2792
$12K ﹤0.01%
10,000
2793
$12K ﹤0.01%
489
+50
2794
$12K ﹤0.01%
1,762
+1,400
2795
$12K ﹤0.01%
415
2796
$12K ﹤0.01%
1,000
2797
$12K ﹤0.01%
427
2798
$12K ﹤0.01%
430
2799
$12K ﹤0.01%
330
2800
$12K ﹤0.01%
1,212
-1,000
110 111
112
113 114