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
3851
$1K ﹤0.01%
+34
3852
$1K ﹤0.01%
1,657
3853
$1K ﹤0.01%
37
-31
3854
$1K ﹤0.01%
104
3855
$1K ﹤0.01%
89
3856
$1K ﹤0.01%
+200
3857
– –
0
3858
$1K ﹤0.01%
200
3859
$1K ﹤0.01%
63
3860
$1K ﹤0.01%
+33
3861
$1K ﹤0.01%
128
3862
$1K ﹤0.01%
86
3863
$1K ﹤0.01%
33
-80
3864
$1K ﹤0.01%
100
3865
$1K ﹤0.01%
61
3866
$1K ﹤0.01%
+197
3867
$1K ﹤0.01%
31
3868
$1K ﹤0.01%
+133
3869
$1K ﹤0.01%
30
3870
$1K ﹤0.01%
13
3871
$1K ﹤0.01%
1
3872
$1K ﹤0.01%
60
-173
3873
$1K ﹤0.01%
100
3874
$1K ﹤0.01%
11
+4
3875
$1K ﹤0.01%
400
-580
153 154
155
156 157