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
3051
$8K ﹤0.01%
190
3052
$8K ﹤0.01%
350
3053
$8K ﹤0.01%
300
3054
$8K ﹤0.01%
4,071
+571
3055
$8K ﹤0.01%
377
3056
$8K ﹤0.01%
453
+18
3057
$8K ﹤0.01%
555
-30
3058
$7K ﹤0.01%
1,000
3059
$7K ﹤0.01%
322
3060
$7K ﹤0.01%
139
3061
$7K ﹤0.01%
1,132
3062
$7K ﹤0.01%
126
3063
$7K ﹤0.01%
126
3064
$7K ﹤0.01%
118
3065
$7K ﹤0.01%
3,314
3066
$7K ﹤0.01%
284
+125
3067
$7K ﹤0.01%
162
3068
$7K ﹤0.01%
1
3069
$7K ﹤0.01%
135
+18
3070
$7K ﹤0.01%
+458
3071
$7K ﹤0.01%
+1,000
3072
$7K ﹤0.01%
437
3073
$7K ﹤0.01%
250
3074
$7K ﹤0.01%
+1,000
3075
$7K ﹤0.01%
137