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
3526
$3K ﹤0.01%
36
3527
$3K ﹤0.01%
90
+11
3528
$3K ﹤0.01%
261
3529
$3K ﹤0.01%
325
+182
3530
$3K ﹤0.01%
+56
3531
$3K ﹤0.01%
48
3532
$3K ﹤0.01%
85
+29
3533
$3K ﹤0.01%
631
+531
3534
$3K ﹤0.01%
5,000
3535
$3K ﹤0.01%
137
+87
3536
$3K ﹤0.01%
119
+29
3537
$3K ﹤0.01%
2,500
3538
$3K ﹤0.01%
12
3539
$3K ﹤0.01%
50
3540
$3K ﹤0.01%
153
3541
$3K ﹤0.01%
124
-30
3542
$3K ﹤0.01%
1,171
3543
$3K ﹤0.01%
117
3544
$3K ﹤0.01%
88
+69
3545
$3K ﹤0.01%
179
3546
$3K ﹤0.01%
89
3547
$3K ﹤0.01%
1,500
3548
$3K ﹤0.01%
105
3549
$3K ﹤0.01%
124
-55
3550
$3K ﹤0.01%
84
-185
140 141
142
143 144