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
2901
$10K ﹤0.01%
540
2902
$10K ﹤0.01%
900
2903
$10K ﹤0.01%
400
2904
$10K ﹤0.01%
88
2905
$10K ﹤0.01%
2,529
2906
$10K ﹤0.01%
405
+200
2907
$10K ﹤0.01%
80
-72
2908
$10K ﹤0.01%
700
2909
$10K ﹤0.01%
465
-1,100
2910
$10K ﹤0.01%
800
2911
$10K ﹤0.01%
300
-252
2912
$10K ﹤0.01%
257
2913
$10K ﹤0.01%
286
-17
2914
$10K ﹤0.01%
103
-114
2915
$10K ﹤0.01%
465
+16
2916
$10K ﹤0.01%
1,000
2917
$10K ﹤0.01%
250
2918
$10K ﹤0.01%
750
2919
$10K ﹤0.01%
500
2920
$10K ﹤0.01%
745
+125
2921
$10K ﹤0.01%
+215
2922
$10K ﹤0.01%
807
-2,400
2923
$10K ﹤0.01%
479
-1,106
2924
$10K ﹤0.01%
1,100
2925
$10K ﹤0.01%
916
+599
115 116
117
118 119