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
1151
$186K 0.01%
1,205
-46
1152
$186K 0.01%
4,765
-1,027
1153
$185K 0.01%
14,700
1154
$184K 0.01%
4,869
+29
1155
$184K 0.01%
1,523
-806
1156
$184K 0.01%
8,915
+6,568
1157
$183K 0.01%
9,772
+178
1158
$182K 0.01%
2,874
+5
1159
$182K 0.01%
21,164
+2,478
1160
$182K 0.01%
2,751
-467
1161
$182K 0.01%
6,116
+385
1162
$182K 0.01%
4,025
-20
1163
$181K 0.01%
6,146
-1,070
1164
$181K 0.01%
7,839
+2,652
1165
$181K 0.01%
3,100
1166
$181K 0.01%
5,689
-1,518
1167
$180K 0.01%
3,072
+260
1168
$180K 0.01%
1,162
-432
1169
$180K 0.01%
7,782
-291
1170
$180K 0.01%
3,356
+814
1171
$180K 0.01%
9,823
-298
1172
$179K 0.01%
6,506
+31
1173
$179K 0.01%
9,997
+9,379
1174
$179K 0.01%
2,422
-558
1175
$178K 0.01%
2,232
+59
45 46
47
48 49