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
1301
$140K 0.01%
5,959
+638
1302
$140K 0.01%
2,939
-100
1303
$139K 0.01%
7,258
1304
$139K 0.01%
10,430
+2,080
1305
$139K 0.01%
1,043
+66
1306
$139K 0.01%
1,624
+103
1307
$139K 0.01%
2,869
-354
1308
$139K 0.01%
10,385
-150
1309
$138K 0.01%
4,352
-519
1310
$137K 0.01%
1,599
1311
$137K 0.01%
891
-100
1312
$137K 0.01%
8,540
+2,910
1313
$136K 0.01%
2,435
-1,034
1314
$136K 0.01%
1,494
-264
1315
$136K 0.01%
5,370
-50
1316
$136K 0.01%
3,806
-411
1317
$136K 0.01%
4,706
+3,113
1318
$136K 0.01%
3,231
-45
1319
$135K 0.01%
2,778
-3,556
1320
$135K 0.01%
2,224
+1,237
1321
$134K 0.01%
1,554
-2
1322
$134K 0.01%
9,415
-1,300
1323
$134K 0.01%
10,799
-252
1324
$134K 0.01%
1,801
-50
1325
$134K 0.01%
2,195
+9
51 52
53
54 55