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
1426
$111K ﹤0.01%
3,255
-577
1427
$111K ﹤0.01%
2,987
+2,029
1428
$110K ﹤0.01%
2,614
+1,654
1429
$110K ﹤0.01%
5,086
-972
1430
$110K ﹤0.01%
4,491
-229
1431
$110K ﹤0.01%
8,285
-3,000
1432
$110K ﹤0.01%
4,278
+74
1433
$110K ﹤0.01%
1,125
+187
1434
$110K ﹤0.01%
2,077
+242
1435
$110K ﹤0.01%
+3,565
1436
$110K ﹤0.01%
5,016
-18,720
1437
$110K ﹤0.01%
4,435
+185
1438
$109K ﹤0.01%
6,558
+1,145
1439
$109K ﹤0.01%
8,500
+220
1440
$108K ﹤0.01%
1,438
-37
1441
$108K ﹤0.01%
2,862
-335
1442
$108K ﹤0.01%
2,614
-34
1443
$108K ﹤0.01%
8,484
1444
$107K ﹤0.01%
6,236
-1,056
1445
$107K ﹤0.01%
5,388
-120
1446
$107K ﹤0.01%
5,144
-18
1447
$107K ﹤0.01%
4,342
-37
1448
$107K ﹤0.01%
560
-53
1449
$107K ﹤0.01%
5,160
1450
$107K ﹤0.01%
6,983
56 57
58
59 60