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
2876
$10K ﹤0.01%
1,116
2877
$10K ﹤0.01%
+82
2878
$10K ﹤0.01%
617
+22
2879
$10K ﹤0.01%
132
-142
2880
$10K ﹤0.01%
122
+1
2881
$10K ﹤0.01%
318
-292
2882
$10K ﹤0.01%
250
-24
2883
$10K ﹤0.01%
879
-42
2884
$10K ﹤0.01%
198
2885
$10K ﹤0.01%
133
2886
$10K ﹤0.01%
129
+21
2887
$10K ﹤0.01%
412
2888
$10K ﹤0.01%
231
-8
2889
$10K ﹤0.01%
139
-50
2890
$10K ﹤0.01%
1,200
2891
$10K ﹤0.01%
150
+34
2892
$10K ﹤0.01%
1,500
-1,000
2893
$10K ﹤0.01%
200
-915
2894
$10K ﹤0.01%
866
+107
2895
$10K ﹤0.01%
6,745
+2,345
2896
$10K ﹤0.01%
500
2897
$10K ﹤0.01%
+6
2898
$10K ﹤0.01%
121
-37
2899
$10K ﹤0.01%
607
+2
2900
$10K ﹤0.01%
1,048
-200
114 115
116
117 118