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
3226
$5K ﹤0.01%
166
-3
3227
$5K ﹤0.01%
300
3228
$5K ﹤0.01%
121
3229
$5K ﹤0.01%
58
-65
3230
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122
3231
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250
3232
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325
3233
$5K ﹤0.01%
100
-25
3234
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600
3235
$5K ﹤0.01%
200
3236
$5K ﹤0.01%
650
3237
$5K ﹤0.01%
+1,000
3238
$5K ﹤0.01%
162
+100
3239
$5K ﹤0.01%
215
-9
3240
$5K ﹤0.01%
257
+100
3241
$5K ﹤0.01%
196
-12
3242
$5K ﹤0.01%
120
+20
3243
$5K ﹤0.01%
78
-171
3244
$5K ﹤0.01%
29
3245
$5K ﹤0.01%
205
-1
3246
$5K ﹤0.01%
181
3247
$5K ﹤0.01%
140
3248
$5K ﹤0.01%
136
+58
3249
$5K ﹤0.01%
+200
3250
$5K ﹤0.01%
40
+16
128 129
130
131 132