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
376
$1.21M 0.05%
112,394
+20,061
377
$1.21M 0.05%
46,170
-4,474
378
$1.2M 0.05%
31,240
-9,585
379
$1.2M 0.05%
61,477
-10,496
380
$1.18M 0.05%
21,055
+461
381
$1.16M 0.05%
18,274
-12
382
$1.16M 0.05%
7,002
+1,660
383
$1.16M 0.05%
54,768
-58,267
384
$1.16M 0.05%
26,951
+11,688
385
$1.15M 0.05%
22,558
+18,382
386
$1.15M 0.05%
39,086
-1,381
387
$1.15M 0.05%
24,316
+2,496
388
$1.14M 0.05%
24,797
+2,321
389
$1.14M 0.05%
16,492
+3,716
390
$1.14M 0.05%
48,042
-97
391
$1.14M 0.05%
42,776
-21,302
392
$1.14M 0.05%
6,866
-245
393
$1.14M 0.05%
3,475
+269
394
$1.14M 0.05%
16,670
-128
395
$1.14M 0.05%
19,295
-4,098
396
$1.13M 0.05%
12,038
+430
397
$1.13M 0.05%
39,180
+22,992
398
$1.13M 0.05%
132,085
+25,076
399
$1.12M 0.05%
123,598
-131,258
400
$1.12M 0.05%
24,339
+9,795
14 15
16
17 18