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
3801
$1K ﹤0.01%
23
3802
$1K ﹤0.01%
156
3803
$1K ﹤0.01%
99
3804
$1K ﹤0.01%
35
3805
$1K ﹤0.01%
100
3806
$1K ﹤0.01%
67
-6
3807
$1K ﹤0.01%
13
3808
$1K ﹤0.01%
100
3809
$1K ﹤0.01%
33
-3
3810
$1K ﹤0.01%
+65
3811
$1K ﹤0.01%
162
-3
3812
$1K ﹤0.01%
34
3813
$1K ﹤0.01%
51
3814
$1K ﹤0.01%
10
-2
3815
$1K ﹤0.01%
100
-400
3816
$1K ﹤0.01%
109
3817
$1K ﹤0.01%
102
3818
$1K ﹤0.01%
79
3819
$1K ﹤0.01%
200
3820
$1K ﹤0.01%
+217
3821
$1K ﹤0.01%
79
3822
$1K ﹤0.01%
62
3823
$1K ﹤0.01%
52
3824
$1K ﹤0.01%
21
3825
$1K ﹤0.01%
17
151 152
153
154 155