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
3601
$2K ﹤0.01%
6
+1
3602
$2K ﹤0.01%
59
-124
3603
$2K ﹤0.01%
8
3604
$2K ﹤0.01%
52
-405
3605
$2K ﹤0.01%
1,380
3606
$2K ﹤0.01%
160
3607
$2K ﹤0.01%
46
3608
$2K ﹤0.01%
+42
3609
$2K ﹤0.01%
+38
3610
$2K ﹤0.01%
50
-3
3611
$2K ﹤0.01%
95
3612
$2K ﹤0.01%
100
-14,769
3613
$2K ﹤0.01%
188
3614
$2K ﹤0.01%
80
3615
$2K ﹤0.01%
+76
3616
$2K ﹤0.01%
+72
3617
$2K ﹤0.01%
+100
3618
$2K ﹤0.01%
72
3619
$2K ﹤0.01%
275
3620
$2K ﹤0.01%
115
+15
3621
$2K ﹤0.01%
361
3622
$2K ﹤0.01%
427
3623
$2K ﹤0.01%
6,550
3624
$2K ﹤0.01%
+50
3625
$2K ﹤0.01%
18
143 144
145
146 147