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
3426
$4K ﹤0.01%
108
3427
$4K ﹤0.01%
145
3428
$4K ﹤0.01%
118
3429
$4K ﹤0.01%
301
+200
3430
$4K ﹤0.01%
63
3431
$4K ﹤0.01%
59
3432
$4K ﹤0.01%
277
-600
3433
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132
3434
$4K ﹤0.01%
110
3435
$4K ﹤0.01%
600
3436
$4K ﹤0.01%
321
3437
$4K ﹤0.01%
113
3438
$4K ﹤0.01%
200
3439
$4K ﹤0.01%
+10,000
3440
$4K ﹤0.01%
1,500
3441
$4K ﹤0.01%
80
-34
3442
$4K ﹤0.01%
246
3443
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68
3444
$4K ﹤0.01%
392
3445
$4K ﹤0.01%
65
3446
$4K ﹤0.01%
+300
3447
$4K ﹤0.01%
150
+50
3448
$4K ﹤0.01%
261
+4
3449
$4K ﹤0.01%
150
3450
$3K ﹤0.01%
6
136 137
138
139 140