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
1476
$103K ﹤0.01%
894
-353
1477
$102K ﹤0.01%
745
+64
1478
$101K ﹤0.01%
1,977
+137
1479
$101K ﹤0.01%
904
+788
1480
$101K ﹤0.01%
2,514
+1,725
1481
$101K ﹤0.01%
1,817
+327
1482
$101K ﹤0.01%
1,534
-517
1483
$101K ﹤0.01%
846
-93
1484
$100K ﹤0.01%
2,779
-990
1485
$100K ﹤0.01%
3,019
1486
$100K ﹤0.01%
2,054
-31
1487
$100K ﹤0.01%
6,515
+380
1488
$100K ﹤0.01%
3,775
-200
1489
$100K ﹤0.01%
+2,006
1490
$99K ﹤0.01%
2,805
1491
$99K ﹤0.01%
+3,925
1492
$99K ﹤0.01%
6,280
1493
$99K ﹤0.01%
4,836
-1,808
1494
$98K ﹤0.01%
8,854
-2,598
1495
$98K ﹤0.01%
1,424
+170
1496
$98K ﹤0.01%
4,112
-75
1497
$98K ﹤0.01%
1,233
-95
1498
$98K ﹤0.01%
10,600
+200
1499
$98K ﹤0.01%
3,092
-287
1500
$97K ﹤0.01%
2,313
-1,881
58 59
60
61 62