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
3176
$6K ﹤0.01%
688
+565
3177
$6K ﹤0.01%
42
-502
3178
$6K ﹤0.01%
383
3179
$6K ﹤0.01%
504
-2,500
3180
$6K ﹤0.01%
100
3181
$6K ﹤0.01%
100
3182
$6K ﹤0.01%
173
3183
$6K ﹤0.01%
28
-1
3184
$6K ﹤0.01%
200
3185
$6K ﹤0.01%
4,500
-20,000
3186
$6K ﹤0.01%
670
-300
3187
$6K ﹤0.01%
207
-27
3188
$6K ﹤0.01%
74
3189
$6K ﹤0.01%
125
-50
3190
$6K ﹤0.01%
148
3191
$6K ﹤0.01%
58
-2
3192
$6K ﹤0.01%
+204
3193
$6K ﹤0.01%
1
3194
$6K ﹤0.01%
45
3195
$6K ﹤0.01%
139
3196
$6K ﹤0.01%
195
-1,085
3197
$6K ﹤0.01%
+1,200
3198
$6K ﹤0.01%
213
3199
$6K ﹤0.01%
1,437
-76
3200
$6K ﹤0.01%
300
126 127
128
129 130