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
3076
$7K ﹤0.01%
180
+40
3077
$7K ﹤0.01%
2,720
3078
$7K ﹤0.01%
126
-999
3079
$7K ﹤0.01%
150
3080
$7K ﹤0.01%
467
-8,255
3081
$7K ﹤0.01%
191
+12
3082
$7K ﹤0.01%
270
3083
$7K ﹤0.01%
400
3084
$7K ﹤0.01%
213
3085
$7K ﹤0.01%
35
3086
$7K ﹤0.01%
120
3087
$7K ﹤0.01%
416
-40
3088
$7K ﹤0.01%
1,361
+565
3089
$7K ﹤0.01%
98
3090
$7K ﹤0.01%
235
3091
$7K ﹤0.01%
90
+40
3092
$7K ﹤0.01%
241
3093
$7K ﹤0.01%
460
3094
$7K ﹤0.01%
241
3095
$7K ﹤0.01%
449
3096
$7K ﹤0.01%
324
3097
$7K ﹤0.01%
44
3098
$7K ﹤0.01%
+180
3099
$7K ﹤0.01%
4,763
3100
$7K ﹤0.01%
1,164
122 123
124
125 126