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
3676
$2K ﹤0.01%
74
3677
$2K ﹤0.01%
254
3678
$2K ﹤0.01%
19
+10
3679
$2K ﹤0.01%
62
-185
3680
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110
3681
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+18
3682
$2K ﹤0.01%
100
3683
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76
-335
3684
$2K ﹤0.01%
258
3685
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100
3686
$2K ﹤0.01%
138
3687
$2K ﹤0.01%
85
+38
3688
$2K ﹤0.01%
261
+89
3689
$2K ﹤0.01%
225
3690
$2K ﹤0.01%
84
-890
3691
$2K ﹤0.01%
580
3692
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100
3693
$2K ﹤0.01%
70
-240
3694
$2K ﹤0.01%
10
3695
$2K ﹤0.01%
+189
3696
$2K ﹤0.01%
64
-157
3697
$2K ﹤0.01%
100
3698
$2K ﹤0.01%
100
-4,075
3699
$2K ﹤0.01%
57
3700
$2K ﹤0.01%
125
146 147
148
149 150