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
3026
$8K ﹤0.01%
379
3027
$8K ﹤0.01%
1,132
-64
3028
$8K ﹤0.01%
137
-9
3029
$8K ﹤0.01%
226
-266
3030
$8K ﹤0.01%
85
+81
3031
$8K ﹤0.01%
130
3032
$8K ﹤0.01%
217
-28
3033
$8K ﹤0.01%
342
+38
3034
$8K ﹤0.01%
155
-400
3035
$8K ﹤0.01%
300
-15
3036
$8K ﹤0.01%
1,019
+478
3037
$8K ﹤0.01%
169
3038
$8K ﹤0.01%
487
3039
$8K ﹤0.01%
494
3040
$8K ﹤0.01%
328
3041
$8K ﹤0.01%
300
3042
$8K ﹤0.01%
161
-171
3043
$8K ﹤0.01%
457
3044
$8K ﹤0.01%
1,034
3045
$8K ﹤0.01%
324
3046
$8K ﹤0.01%
949
3047
$8K ﹤0.01%
273
+96
3048
$8K ﹤0.01%
200
3049
$8K ﹤0.01%
92
-475
3050
$8K ﹤0.01%
400
120 121
122
123 124