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
751
$427K 0.02%
7,156
-150
752
$426K 0.02%
26,970
+2,669
753
$425K 0.02%
15,715
+10,565
754
$421K 0.02%
5,370
+604
755
$421K 0.02%
12,823
+1,208
756
$420K 0.02%
2,410
-55
757
$419K 0.02%
19,120
+2,660
758
$418K 0.02%
6,905
-239
759
$418K 0.02%
10,200
-286
760
$417K 0.02%
26,228
+1,696
761
$416K 0.02%
+12,885
762
$415K 0.02%
11,242
+332
763
$414K 0.02%
12,780
-285
764
$413K 0.02%
29,141
765
$411K 0.02%
5,560
+720
766
$410K 0.02%
9,595
+382
767
$409K 0.02%
28,558
-13,612
768
$409K 0.02%
8,225
-2,200
769
$407K 0.02%
21,417
+6,387
770
$407K 0.02%
8,442
+2,826
771
$405K 0.02%
9,139
-583
772
$404K 0.02%
5,935
-3,847
773
$403K 0.02%
17,834
-26,873
774
$403K 0.02%
7,268
-2,922
775
$401K 0.02%
16,636
+713
29 30
31
32 33