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
3551
$3K ﹤0.01%
630
3552
$3K ﹤0.01%
148
-67
3553
$3K ﹤0.01%
+50
3554
$3K ﹤0.01%
83
3555
$3K ﹤0.01%
200
3556
$3K ﹤0.01%
600
3557
$3K ﹤0.01%
200
3558
$3K ﹤0.01%
532
3559
$3K ﹤0.01%
250
+150
3560
$3K ﹤0.01%
210
3561
$3K ﹤0.01%
63
3562
$3K ﹤0.01%
747
3563
$3K ﹤0.01%
3,300
3564
$3K ﹤0.01%
33
3565
$3K ﹤0.01%
210
3566
$3K ﹤0.01%
164
3567
$3K ﹤0.01%
36
-1
3568
$3K ﹤0.01%
233
3569
$3K ﹤0.01%
147
-39
3570
$3K ﹤0.01%
64
3571
$3K ﹤0.01%
189
3572
$3K ﹤0.01%
350
3573
$3K ﹤0.01%
185
3574
$3K ﹤0.01%
625
+375
3575
$3K ﹤0.01%
92
141 142
143
144 145