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
976
$262K 0.01%
6,005
+2,625
977
$262K 0.01%
10,552
+1,060
978
$261K 0.01%
15,789
+9,342
979
$259K 0.01%
5,085
-332
980
$259K 0.01%
6,888
-3,585
981
$259K 0.01%
12,214
+2,150
982
$259K 0.01%
4,925
-369
983
$259K 0.01%
14,567
+1,671
984
$259K 0.01%
23,122
985
$259K 0.01%
36,069
+16,343
986
$258K 0.01%
18,449
-362
987
$258K 0.01%
6,121
-149
988
$258K 0.01%
9,407
+7,972
989
$258K 0.01%
6,000
+77
990
$257K 0.01%
356
-67
991
$257K 0.01%
6,418
+1,532
992
$256K 0.01%
9,032
+526
993
$256K 0.01%
22,210
-14,432
994
$255K 0.01%
5,191
+896
995
$255K 0.01%
11,291
+905
996
$255K 0.01%
8,084
+3,035
997
$255K 0.01%
15,919
-2,288
998
$254K 0.01%
3,736
-38
999
$254K 0.01%
11,878
+1,672
1000
$254K 0.01%
16,391
-1,169
38 39
40
41 42