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
3326
$5K ﹤0.01%
+114
3327
$5K ﹤0.01%
146
-1,102
3328
$5K ﹤0.01%
671
-10,155
3329
$5K ﹤0.01%
200
3330
$5K ﹤0.01%
500
3331
$5K ﹤0.01%
275
3332
$5K ﹤0.01%
363
-49
3333
$5K ﹤0.01%
+1,000
3334
$5K ﹤0.01%
178
-28
3335
$5K ﹤0.01%
20
+11
3336
$5K ﹤0.01%
1,335
3337
$5K ﹤0.01%
590
3338
$5K ﹤0.01%
254
-54
3339
$5K ﹤0.01%
2,436
+631
3340
$5K ﹤0.01%
155
3341
$5K ﹤0.01%
153
3342
$5K ﹤0.01%
53,075
-23,221
3343
$5K ﹤0.01%
229
3344
$4K ﹤0.01%
6
3345
$4K ﹤0.01%
93
3346
$4K ﹤0.01%
27
3347
$4K ﹤0.01%
+155
3348
$4K ﹤0.01%
3,400
3349
$4K ﹤0.01%
145
+89
3350
$4K ﹤0.01%
153
132 133
134
135 136