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
3751
$1K ﹤0.01%
150
3752
$1K ﹤0.01%
23
3753
$1K ﹤0.01%
36
3754
$1K ﹤0.01%
41
-20
3755
$1K ﹤0.01%
85
+14
3756
$1K ﹤0.01%
150
3757
$1K ﹤0.01%
30
3758
$1K ﹤0.01%
57
3759
$1K ﹤0.01%
350
3760
$1K ﹤0.01%
49
3761
$1K ﹤0.01%
102
-9
3762
$1K ﹤0.01%
55
3763
$1K ﹤0.01%
166
3764
$1K ﹤0.01%
1,000
3765
$1K ﹤0.01%
29
3766
$1K ﹤0.01%
28
3767
$1K ﹤0.01%
72
-400
3768
$1K ﹤0.01%
1,188
3769
$1K ﹤0.01%
43
+10
3770
$1K ﹤0.01%
831
3771
$1K ﹤0.01%
60
-137
3772
$1K ﹤0.01%
22
3773
$1K ﹤0.01%
24
-7
3774
$1K ﹤0.01%
10
+4
3775
$1K ﹤0.01%
37
149 150
151
152 153