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
626
$552K 0.02%
20,185
-4,090
627
$551K 0.02%
20,496
628
$550K 0.02%
11,026
+1,372
629
$548K 0.02%
6,642
+630
630
$547K 0.02%
17,309
+1,494
631
$547K 0.02%
22,407
+6,389
632
$544K 0.02%
26,093
+2,917
633
$543K 0.02%
17,316
+5,545
634
$541K 0.02%
14,889
+5,361
635
$541K 0.02%
23,482
-6,549
636
$540K 0.02%
10,743
-24,738
637
$540K 0.02%
8,143
+582
638
$538K 0.02%
10,099
+1,002
639
$537K 0.02%
20,012
-1,809
640
$537K 0.02%
8,552
+428
641
$536K 0.02%
62,896
-24,545
642
$534K 0.02%
7,150
+1,812
643
$532K 0.02%
6,843
-20
644
$532K 0.02%
4,020
-71
645
$529K 0.02%
15,646
+1,192
646
$528K 0.02%
5,000
+559
647
$528K 0.02%
10,514
+1,430
648
$527K 0.02%
7,702
+450
649
$527K 0.02%
5,097
-84
650
$526K 0.02%
3,864
+49
24 25
26
27 28