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
2826
$11K ﹤0.01%
406
-18
2827
$11K ﹤0.01%
4,120
+33
2828
$11K ﹤0.01%
+512
2829
$11K ﹤0.01%
8
2830
$11K ﹤0.01%
7,000
2831
$11K ﹤0.01%
1,302
+1,300
2832
$11K ﹤0.01%
664
+15
2833
$11K ﹤0.01%
732
+6
2834
$11K ﹤0.01%
+352
2835
$11K ﹤0.01%
1,910
+1,660
2836
$11K ﹤0.01%
757
2837
$11K ﹤0.01%
290
2838
$11K ﹤0.01%
158
2839
$11K ﹤0.01%
500
2840
$11K ﹤0.01%
286
-11
2841
$11K ﹤0.01%
680
+678
2842
$11K ﹤0.01%
818
-52
2843
$11K ﹤0.01%
280
2844
$11K ﹤0.01%
159
-800
2845
$11K ﹤0.01%
4,000
2846
$11K ﹤0.01%
317
2847
$11K ﹤0.01%
300
2848
$11K ﹤0.01%
78
2849
$11K ﹤0.01%
102
2850
$11K ﹤0.01%
303
112 113
114
115 116