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
2851
$11K ﹤0.01%
322
+300
2852
$11K ﹤0.01%
538
+47
2853
$11K ﹤0.01%
1,000
2854
$11K ﹤0.01%
540
-3,360
2855
$11K ﹤0.01%
565
2856
$11K ﹤0.01%
1,026
-300
2857
$11K ﹤0.01%
1,422
-473
2858
$11K ﹤0.01%
580
2859
$10K ﹤0.01%
125
2860
$10K ﹤0.01%
175
-7
2861
$10K ﹤0.01%
198
2862
$10K ﹤0.01%
855
+9
2863
$10K ﹤0.01%
296
-80
2864
$10K ﹤0.01%
1,154
-1,101
2865
$10K ﹤0.01%
134
-107
2866
$10K ﹤0.01%
103
2867
$10K ﹤0.01%
318
2868
$10K ﹤0.01%
300
2869
$10K ﹤0.01%
200
+100
2870
$10K ﹤0.01%
418
-976
2871
$10K ﹤0.01%
740
2872
$10K ﹤0.01%
1,142
2873
$10K ﹤0.01%
155
2874
$10K ﹤0.01%
132
-70
2875
$10K ﹤0.01%
6,000
113 114
115
116 117