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

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
3351
$4K ﹤0.01%
218
+9
3352
$4K ﹤0.01%
267
+18
3353
$4K ﹤0.01%
4
-4
3354
$4K ﹤0.01%
1,000
3355
$4K ﹤0.01%
150
3356
$4K ﹤0.01%
181
3357
$4K ﹤0.01%
111
3358
$4K ﹤0.01%
50
3359
$4K ﹤0.01%
+200
3360
$4K ﹤0.01%
451
3361
$4K ﹤0.01%
+282
3362
$4K ﹤0.01%
500
3363
$4K ﹤0.01%
84
3364
$4K ﹤0.01%
195
+11
3365
$4K ﹤0.01%
51
3366
$4K ﹤0.01%
751
-120
3367
$4K ﹤0.01%
165
3368
$4K ﹤0.01%
24
3369
$4K ﹤0.01%
+615
3370
$4K ﹤0.01%
300
3371
$4K ﹤0.01%
225
+10
3372
$4K ﹤0.01%
4
3373
$4K ﹤0.01%
143
3374
$4K ﹤0.01%
100
+50
3375
$4K ﹤0.01%
625