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
3876
$1K ﹤0.01%
+35
3877
$1K ﹤0.01%
28
3878
$1K ﹤0.01%
250
-950
3879
$1K ﹤0.01%
34
3880
$1K ﹤0.01%
3
-15
3881
$1K ﹤0.01%
+16
3882
$1K ﹤0.01%
32
3883
$1K ﹤0.01%
216
3884
$1K ﹤0.01%
55
3885
$1K ﹤0.01%
900
3886
$1K ﹤0.01%
6
3887
$1K ﹤0.01%
30
3888
$1K ﹤0.01%
102
+44
3889
$1K ﹤0.01%
23
3890
$1K ﹤0.01%
52
-2,162
3891
$1K ﹤0.01%
21
3892
$1K ﹤0.01%
66
3893
$1K ﹤0.01%
86
3894
$1K ﹤0.01%
50
3895
$1K ﹤0.01%
100
3896
$1K ﹤0.01%
162
3897
$1K ﹤0.01%
5
-25
3898
$1K ﹤0.01%
26
3899
$1K ﹤0.01%
50
-25
3900
$1K ﹤0.01%
187
154 155
156
157 158