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
3476
$3K ﹤0.01%
258
3477
$3K ﹤0.01%
69
3478
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190
3479
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3480
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26
3481
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-41
3482
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24
3483
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+46
3484
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+200
3485
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300
3486
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+201
3487
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3488
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200
3489
$3K ﹤0.01%
573
3490
$3K ﹤0.01%
251
-5
3491
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49
3492
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82
-1,250
3493
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3494
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3495
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3496
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190
+10
3497
$3K ﹤0.01%
+81
3498
$3K ﹤0.01%
147
3499
$3K ﹤0.01%
610
3500
$3K ﹤0.01%
79
138 139
140
141 142