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
426
$999K 0.04%
15,539
+557
427
$996K 0.04%
15,582
+2,666
428
$995K 0.04%
7,184
+70
429
$992K 0.04%
6,368
+97
430
$991K 0.04%
153,234
-9,783
431
$990K 0.04%
43,054
+3,217
432
$986K 0.04%
12,461
-1,425
433
$979K 0.04%
19,009
+1,353
434
$976K 0.04%
21,717
-620
435
$967K 0.04%
13,040
-2,353
436
$956K 0.04%
32,851
+24,427
437
$947K 0.04%
18,256
+1,343
438
$940K 0.04%
41,215
-23,385
439
$939K 0.04%
36,555
-61
440
$929K 0.04%
28,828
+1,774
441
$923K 0.04%
15,853
+800
442
$923K 0.04%
48,910
+960
443
$922K 0.04%
38,534
+9,219
444
$920K 0.04%
14,745
+562
445
$919K 0.04%
11,911
+1,573
446
$919K 0.04%
15,919
-238
447
$911K 0.04%
47,089
+963
448
$907K 0.04%
6,912
-4,492
449
$905K 0.04%
68,859
+109
450
$905K 0.04%
52,158
-7,918
16 17
18
19 20