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
3201
$6K ﹤0.01%
265
3202
$6K ﹤0.01%
21
3203
$6K ﹤0.01%
392
3204
$6K ﹤0.01%
48
3205
$6K ﹤0.01%
+600
3206
$6K ﹤0.01%
115
3207
$6K ﹤0.01%
112
3208
$6K ﹤0.01%
694
3209
$6K ﹤0.01%
800
3210
$6K ﹤0.01%
125
3211
$6K ﹤0.01%
+222
3212
$6K ﹤0.01%
+500
3213
$6K ﹤0.01%
489
-855
3214
$6K ﹤0.01%
+320
3215
$6K ﹤0.01%
+1,000
3216
$6K ﹤0.01%
273
-23
3217
$6K ﹤0.01%
4,170
+63
3218
$6K ﹤0.01%
434
3219
$6K ﹤0.01%
+100
3220
$6K ﹤0.01%
1,000
3221
$6K ﹤0.01%
200
3222
$5K ﹤0.01%
1,100
3223
$5K ﹤0.01%
203
-2,033
3224
$5K ﹤0.01%
37
-5
3225
$5K ﹤0.01%
379
127 128
129
130 131