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
1001
$253K 0.01%
6,552
+991
1002
$253K 0.01%
3,886
-97
1003
$252K 0.01%
557
-10
1004
$250K 0.01%
17,081
-440
1005
$250K 0.01%
7,871
+1,237
1006
$250K 0.01%
6,126
-2,539
1007
$250K 0.01%
7,787
+185
1008
$249K 0.01%
23,295
-97
1009
$249K 0.01%
28,000
-500
1010
$249K 0.01%
2,815
+173
1011
$248K 0.01%
2,136
+470
1012
$247K 0.01%
22,030
+4,916
1013
$247K 0.01%
9,501
-4,631
1014
$245K 0.01%
17,638
+741
1015
$245K 0.01%
8,549
+379
1016
$244K 0.01%
3,318
+157
1017
$244K 0.01%
5,067
-196
1018
$244K 0.01%
5,439
-697
1019
$244K 0.01%
6,855
-129
1020
$243K 0.01%
4,737
+137
1021
$242K 0.01%
4,387
+1,916
1022
$241K 0.01%
5,447
-461
1023
$241K 0.01%
6,330
+158
1024
$241K 0.01%
16,004
-5,312
1025
$241K 0.01%
24,649
+13
39 40
41
42 43