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

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
3001
$8K ﹤0.01%
337
3002
$8K ﹤0.01%
1,000
-1,000
3003
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3004
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3005
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13,240
3006
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265
-297
3007
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269
+48
3008
$8K ﹤0.01%
+443
3009
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605
3010
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3011
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448
+220
3012
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875
+500
3013
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727
+706
3014
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353
-118
3015
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3016
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3017
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156
+6
3018
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3019
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340
-25
3020
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610
+5
3021
$8K ﹤0.01%
+425
3022
$8K ﹤0.01%
150
3023
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360
3024
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431
-18
3025
$8K ﹤0.01%
297