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
3726
$1K ﹤0.01%
75
3727
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46
3728
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100
3729
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30
3730
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775
3731
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25
3732
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59
-48
3733
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3734
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60
-75
3735
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16
-150
3736
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3737
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55
3738
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43
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3739
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3740
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+41
3741
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12
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3742
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3743
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3744
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12
3745
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-12
3746
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3747
$1K ﹤0.01%
257
3748
$1K ﹤0.01%
30
3749
$1K ﹤0.01%
500
3750
$1K ﹤0.01%
166
148 149
150
151 152