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
1051
$225K 0.01%
4,820
+9
1052
$225K 0.01%
2,371
+777
1053
$224K 0.01%
27,152
+3,840
1054
$224K 0.01%
13,080
-3,910
1055
$224K 0.01%
1,454
+75
1056
$224K 0.01%
7,306
-307
1057
$224K 0.01%
8,178
1058
$223K 0.01%
17,321
+142
1059
$222K 0.01%
3,143
-19
1060
$222K 0.01%
4,329
+909
1061
$222K 0.01%
16,244
+11,799
1062
$221K 0.01%
2,795
-105
1063
$219K 0.01%
8,759
-3,167
1064
$218K 0.01%
14,951
-306
1065
$218K 0.01%
14,432
+7,732
1066
$218K 0.01%
4,354
+150
1067
$218K 0.01%
8,768
1068
$217K 0.01%
8,410
1069
$216K 0.01%
+16,676
1070
$216K 0.01%
1,259
-369
1071
$215K 0.01%
4,707
-318
1072
$214K 0.01%
18,697
1073
$214K 0.01%
9,371
-1,210
1074
$214K 0.01%
7,277
+4
1075
$214K 0.01%
4,529
-357
41 42
43
44 45