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
3626
$2K ﹤0.01%
124
3627
$2K ﹤0.01%
180
3628
$2K ﹤0.01%
1,600
3629
$2K ﹤0.01%
29
3630
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49
3631
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100
3632
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239
-395
3633
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49
3634
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99
3635
$2K ﹤0.01%
350
3636
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88
-305
3637
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200
3638
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108
3639
$2K ﹤0.01%
68
3640
$2K ﹤0.01%
87
-1,254
3641
$2K ﹤0.01%
7
3642
– –
0
3643
$2K ﹤0.01%
98
3644
$2K ﹤0.01%
59
+55
3645
$2K ﹤0.01%
101
+21
3646
$2K ﹤0.01%
504
3647
$2K ﹤0.01%
600
3648
$2K ﹤0.01%
150
-41
3649
$2K ﹤0.01%
96
3650
$2K ﹤0.01%
57
144 145
146
147 148