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
576
$625K 0.03%
6,987
-34
577
$625K 0.03%
6,430
+140
578
$624K 0.03%
16,619
+5,536
579
$621K 0.03%
7,799
-18
580
$620K 0.03%
6,336
-103
581
$620K 0.03%
45,294
-17,464
582
$619K 0.03%
5,816
+880
583
$619K 0.03%
21,535
-5,560
584
$614K 0.03%
8,625
-125
585
$612K 0.03%
6,333
-64
586
$611K 0.03%
9,969
-1,156
587
$608K 0.03%
18,708
+6,972
588
$608K 0.03%
7,805
+7,501
589
$608K 0.03%
13,916
+5,006
590
$606K 0.03%
27,455
+588
591
$604K 0.03%
22,224
+60
592
$602K 0.03%
13,793
+881
593
$602K 0.03%
16,563
+1,333
594
$599K 0.03%
3,762
+62
595
$599K 0.03%
23,932
-3,058
596
$592K 0.03%
18,867
-120
597
$592K 0.03%
9,570
-1,121
598
$592K 0.03%
42,945
-6,650
599
$592K 0.03%
14,501
+3,977
600
$591K 0.03%
5,387
-52
22 23
24
25 26