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
2951
$9K ﹤0.01%
425
+25
2952
$9K ﹤0.01%
510
2953
$9K ﹤0.01%
+3,251
2954
$9K ﹤0.01%
315
2955
$9K ﹤0.01%
1,192
2956
$9K ﹤0.01%
+166
2957
$9K ﹤0.01%
309
+76
2958
$9K ﹤0.01%
870
2959
$9K ﹤0.01%
488
2960
$9K ﹤0.01%
500
2961
$9K ﹤0.01%
2,564
+1,411
2962
$9K ﹤0.01%
117
-4
2963
$9K ﹤0.01%
+250
2964
$9K ﹤0.01%
900
2965
$9K ﹤0.01%
104
+4
2966
$9K ﹤0.01%
200
-559
2967
$9K ﹤0.01%
+343
2968
$9K ﹤0.01%
+211
2969
$9K ﹤0.01%
175
2970
$9K ﹤0.01%
2,072
2971
$9K ﹤0.01%
252
+220
2972
$9K ﹤0.01%
1,677
-1,364
2973
$9K ﹤0.01%
331
2974
$9K ﹤0.01%
346
2975
$9K ﹤0.01%
191
-165
117 118
119
120 121