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
676
$504K 0.02%
27,514
+11,058
677
$504K 0.02%
4,473
+534
678
$503K 0.02%
4,627
-274
679
$501K 0.02%
24,798
-2,023
680
$500K 0.02%
7,658
+5,458
681
$499K 0.02%
13,663
682
$499K 0.02%
4,865
-290
683
$497K 0.02%
3,010
+387
684
$496K 0.02%
4,880
+381
685
$491K 0.02%
25,017
+21,446
686
$491K 0.02%
22,280
+229
687
$488K 0.02%
15,970
+13,272
688
$488K 0.02%
6,474
+1,161
689
$488K 0.02%
2,620
+148
690
$487K 0.02%
7,188
+221
691
$487K 0.02%
19,357
+13,960
692
$486K 0.02%
9,694
+618
693
$485K 0.02%
7,191
+170
694
$485K 0.02%
19,410
+14,170
695
$484K 0.02%
14,596
-5
696
$483K 0.02%
7,331
+161
697
$482K 0.02%
12,598
+825
698
$481K 0.02%
16,259
+857
699
$480K 0.02%
9,360
+355
700
$476K 0.02%
10,346
-671
26 27
28
29 30