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
3376
$4K ﹤0.01%
+100
3377
$4K ﹤0.01%
120
-75
3378
$4K ﹤0.01%
660
3379
$4K ﹤0.01%
97
3380
$4K ﹤0.01%
152
-110
3381
$4K ﹤0.01%
413
+178
3382
$4K ﹤0.01%
130
3383
$4K ﹤0.01%
136
-175
3384
$4K ﹤0.01%
138
3385
$4K ﹤0.01%
100
3386
$4K ﹤0.01%
83
-137
3387
$4K ﹤0.01%
375
3388
$4K ﹤0.01%
+200
3389
$4K ﹤0.01%
180
3390
$4K ﹤0.01%
48
3391
$4K ﹤0.01%
+152
3392
$4K ﹤0.01%
130
3393
$4K ﹤0.01%
78
3394
$4K ﹤0.01%
452
-3,444
3395
$4K ﹤0.01%
80
-18
3396
$4K ﹤0.01%
66
-9
3397
$4K ﹤0.01%
132
3398
$4K ﹤0.01%
+162
3399
$4K ﹤0.01%
71
+7
3400
$4K ﹤0.01%
900
134 135
136
137 138