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
3701
$2K ﹤0.01%
54
3702
$2K ﹤0.01%
65
+7
3703
$2K ﹤0.01%
231
3704
$2K ﹤0.01%
31
-4
3705
$2K ﹤0.01%
160
-1,500
3706
$2K ﹤0.01%
88
3707
$2K ﹤0.01%
36
3708
$2K ﹤0.01%
200
3709
$2K ﹤0.01%
230
3710
$2K ﹤0.01%
100
3711
$2K ﹤0.01%
13
3712
$2K ﹤0.01%
137
-1
3713
$2K ﹤0.01%
100
-301
3714
$2K ﹤0.01%
1,300
3715
$2K ﹤0.01%
49
3716
$2K ﹤0.01%
530
3717
$2K ﹤0.01%
+100
3718
$2K ﹤0.01%
141
3719
$2K ﹤0.01%
99
3720
$2K ﹤0.01%
85
3721
$2K ﹤0.01%
100
3722
$2K ﹤0.01%
175
3723
$2K ﹤0.01%
78
3724
$2K ﹤0.01%
216
3725
$2K ﹤0.01%
89
-108
147 148
149
150 151