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
2801
$12K ﹤0.01%
793
2802
$12K ﹤0.01%
1,223
+8
2803
$12K ﹤0.01%
487
2804
$12K ﹤0.01%
500
2805
$12K ﹤0.01%
350
-1,000
2806
$12K ﹤0.01%
177
-142
2807
$12K ﹤0.01%
485
+8
2808
$12K ﹤0.01%
450
2809
$12K ﹤0.01%
274
-7
2810
$12K ﹤0.01%
295
2811
$12K ﹤0.01%
61
+11
2812
$12K ﹤0.01%
790
2813
$12K ﹤0.01%
253
2814
$12K ﹤0.01%
1,361
2815
$12K ﹤0.01%
889
+7
2816
$11K ﹤0.01%
250
-525
2817
$11K ﹤0.01%
813
+14
2818
$11K ﹤0.01%
233
-9
2819
$11K ﹤0.01%
4,830
2820
$11K ﹤0.01%
323
2821
$11K ﹤0.01%
2,850
-4,700
2822
$11K ﹤0.01%
18
2823
$11K ﹤0.01%
400
2824
$11K ﹤0.01%
639
-199
2825
$11K ﹤0.01%
538
+14
111 112
113
114 115