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
2926
$10K ﹤0.01%
254
2927
$10K ﹤0.01%
685
-8
2928
$10K ﹤0.01%
660
-3,000
2929
$10K ﹤0.01%
2,594
+275
2930
$10K ﹤0.01%
400
2931
$9K ﹤0.01%
154
+7
2932
$9K ﹤0.01%
346
+23
2933
$9K ﹤0.01%
307
-63
2934
$9K ﹤0.01%
212
+38
2935
$9K ﹤0.01%
+1,020
2936
$9K ﹤0.01%
1,140
2937
$9K ﹤0.01%
6,625
-5,500
2938
$9K ﹤0.01%
4,483
2939
$9K ﹤0.01%
825
2940
$9K ﹤0.01%
342
-152
2941
$9K ﹤0.01%
400
-100
2942
$9K ﹤0.01%
151
2943
$9K ﹤0.01%
313
+63
2944
$9K ﹤0.01%
401
-28
2945
$9K ﹤0.01%
724
-276
2946
$9K ﹤0.01%
241
2947
$9K ﹤0.01%
2,685
2948
$9K ﹤0.01%
+386
2949
$9K ﹤0.01%
232
-106
2950
$9K ﹤0.01%
800
+100
116 117
118
119 120