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
1126
$194K 0.01%
19,546
1127
$193K 0.01%
6,283
+19
1128
$193K 0.01%
12,747
-1,686
1129
$192K 0.01%
12,055
+8,821
1130
$192K 0.01%
10,301
-1,200
1131
$192K 0.01%
5,783
-125
1132
$192K 0.01%
5,926
+4,526
1133
$191K 0.01%
15,404
-393
1134
$191K 0.01%
3,989
-22
1135
$191K 0.01%
10,315
-1,817
1136
$191K 0.01%
19,249
1137
$190K 0.01%
19,925
+18,375
1138
$190K 0.01%
8,172
+800
1139
$190K 0.01%
23,472
+73
1140
$190K 0.01%
2,057
-725
1141
$190K 0.01%
2,687
+363
1142
$189K 0.01%
2,837
-3,288
1143
$189K 0.01%
2,373
+678
1144
$189K 0.01%
9,310
1145
$188K 0.01%
6,385
-170
1146
$188K 0.01%
4,504
-137
1147
$188K 0.01%
4,074
-1,586
1148
$187K 0.01%
4,850
-2,061
1149
$186K 0.01%
14,507
+110
1150
$186K 0.01%
9,623
+108
44 45
46
47 48