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
1401
$116K 0.01%
9,009
+1,182
1402
$116K 0.01%
2,359
-163
1403
$115K 0.01%
2,580
+32
1404
$115K 0.01%
1,428
-21
1405
$115K 0.01%
1,994
+158
1406
$115K 0.01%
544
-405
1407
$115K 0.01%
3,985
+343
1408
$114K 0.01%
767
+24
1409
$114K 0.01%
1,060
-156
1410
$114K 0.01%
5,555
-4,000
1411
$114K 0.01%
10,215
+677
1412
$113K ﹤0.01%
4,214
+434
1413
$113K ﹤0.01%
3,990
-1,000
1414
$113K ﹤0.01%
3,284
+546
1415
$113K ﹤0.01%
6,936
-1,209
1416
$112K ﹤0.01%
2,639
+235
1417
$112K ﹤0.01%
9,687
-2,505
1418
$112K ﹤0.01%
31,769
-750
1419
$112K ﹤0.01%
4,552
-667
1420
$112K ﹤0.01%
289
-13
1421
$112K ﹤0.01%
2,518
+1,925
1422
$112K ﹤0.01%
1,559
+101
1423
$111K ﹤0.01%
3,410
-20,356
1424
$111K ﹤0.01%
476
-40
1425
$111K ﹤0.01%
6,565
+1,724
55 56
57
58 59