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
2976
$9K ﹤0.01%
119
2977
$9K ﹤0.01%
550
2978
$9K ﹤0.01%
477
2979
$9K ﹤0.01%
432
-937
2980
$9K ﹤0.01%
5,184
+2,684
2981
$9K ﹤0.01%
109
-150
2982
$9K ﹤0.01%
1,000
2983
$9K ﹤0.01%
2,839
2984
$9K ﹤0.01%
675
2985
$9K ﹤0.01%
144
2986
$9K ﹤0.01%
525
2987
$9K ﹤0.01%
283
2988
$9K ﹤0.01%
98
-1,615
2989
$9K ﹤0.01%
200
-94
2990
$9K ﹤0.01%
747
+225
2991
$8K ﹤0.01%
151
2992
$8K ﹤0.01%
254
+7
2993
$8K ﹤0.01%
164
2994
$8K ﹤0.01%
+13
2995
$8K ﹤0.01%
295
2996
$8K ﹤0.01%
191
-63
2997
$8K ﹤0.01%
249
2998
$8K ﹤0.01%
133
+30
2999
$8K ﹤0.01%
1,000
3000
$8K ﹤0.01%
29
118 119
120
121 122