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
3501
$3K ﹤0.01%
164
+3
3502
$3K ﹤0.01%
65
3503
$3K ﹤0.01%
71
3504
$3K ﹤0.01%
122
3505
$3K ﹤0.01%
21
-105
3506
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236
3507
$3K ﹤0.01%
100
3508
$3K ﹤0.01%
48
-19
3509
$3K ﹤0.01%
71
3510
$3K ﹤0.01%
35
+28
3511
$3K ﹤0.01%
38
3512
$3K ﹤0.01%
100
3513
$3K ﹤0.01%
100
3514
$3K ﹤0.01%
10
+3
3515
$3K ﹤0.01%
56
-20
3516
$3K ﹤0.01%
100
3517
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3518
$3K ﹤0.01%
220
3519
$3K ﹤0.01%
195
3520
$3K ﹤0.01%
+100
3521
$3K ﹤0.01%
135
3522
$3K ﹤0.01%
100
3523
$3K ﹤0.01%
374
3524
$3K ﹤0.01%
50
3525
$3K ﹤0.01%
108
-27
139 140
141
142 143