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
1376
$123K 0.01%
1,922
+1,060
1377
$122K 0.01%
3,192
-33
1378
$122K 0.01%
1,483
-89
1379
$122K 0.01%
3,588
-8
1380
$122K 0.01%
9,900
+9,800
1381
$121K 0.01%
1,858
-156
1382
$121K 0.01%
2,888
+10
1383
$121K 0.01%
3,950
+221
1384
$121K 0.01%
527
+28
1385
$121K 0.01%
14,437
-817
1386
$120K 0.01%
6,372
+846
1387
$120K 0.01%
16,463
1388
$120K 0.01%
6,343
-3,799
1389
$119K 0.01%
509
+8
1390
$119K 0.01%
3,209
+1,078
1391
$119K 0.01%
5,100
+2,500
1392
$119K 0.01%
1,993
+100
1393
$118K 0.01%
6,632
-120
1394
$118K 0.01%
1,789
-50
1395
$118K 0.01%
1,237
+496
1396
$118K 0.01%
2,312
-271
1397
$117K 0.01%
7,460
+2,455
1398
$117K 0.01%
2,249
+218
1399
$117K 0.01%
4,018
1400
$117K 0.01%
4,289
+347
54 55
56
57 58