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
1226
$159K 0.01%
20,475
-4,150
1227
$159K 0.01%
5,395
+1,652
1228
$159K 0.01%
8,424
1229
$158K 0.01%
7,452
+636
1230
$158K 0.01%
6,144
+842
1231
$158K 0.01%
3,078
1232
$158K 0.01%
3,874
+2,820
1233
$158K 0.01%
3,512
-35
1234
$157K 0.01%
8,563
-740
1235
$157K 0.01%
2,558
+798
1236
$157K 0.01%
5,517
+102
1237
$157K 0.01%
23,440
-560
1238
$157K 0.01%
11,031
-587
1239
$156K 0.01%
5,825
1240
$156K 0.01%
1,176
1241
$156K 0.01%
3,816
-1,188
1242
$156K 0.01%
7,474
-401
1243
$155K 0.01%
1,513
+36
1244
$155K 0.01%
8,865
+6,925
1245
$155K 0.01%
1,070
+481
1246
$155K 0.01%
7,597
+567
1247
$155K 0.01%
189,240
1248
$155K 0.01%
5,556
1249
$154K 0.01%
+2,700
1250
$154K 0.01%
2,550
+2,100
48 49
50
51 52