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
3401
$4K ﹤0.01%
186
-53
3402
$4K ﹤0.01%
117
3403
$4K ﹤0.01%
318
+202
3404
$4K ﹤0.01%
161
+9
3405
$4K ﹤0.01%
68
-77
3406
$4K ﹤0.01%
388
3407
$4K ﹤0.01%
100
3408
$4K ﹤0.01%
100
3409
$4K ﹤0.01%
202
3410
$4K ﹤0.01%
318
+313
3411
$4K ﹤0.01%
+400
3412
$4K ﹤0.01%
103
+9
3413
$4K ﹤0.01%
200
-700
3414
$4K ﹤0.01%
137
3415
$4K ﹤0.01%
200
3416
$4K ﹤0.01%
110
+5
3417
$4K ﹤0.01%
117
-120
3418
$4K ﹤0.01%
40
3419
$4K ﹤0.01%
32
+31
3420
$4K ﹤0.01%
200
3421
$4K ﹤0.01%
35
3422
$4K ﹤0.01%
78
+54
3423
$4K ﹤0.01%
30
-3
3424
$4K ﹤0.01%
284
-6
3425
$4K ﹤0.01%
1,000
135 136
137
138 139