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
3451
$3K ﹤0.01%
67
3452
$3K ﹤0.01%
150
3453
$3K ﹤0.01%
300
-500
3454
$3K ﹤0.01%
100
3455
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+100
3456
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219
3457
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72
-8
3458
$3K ﹤0.01%
+220
3459
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68
3460
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240
3461
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81
3462
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58
3463
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22
3464
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138
3465
$3K ﹤0.01%
200
-8
3466
$3K ﹤0.01%
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-138
3467
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3468
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133
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3469
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3470
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10
3471
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42
3472
$3K ﹤0.01%
233
-215
3473
$3K ﹤0.01%
128
-1
3474
$3K ﹤0.01%
48
+2
3475
$3K ﹤0.01%
100
137 138
139
140 141