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
1501
$97K ﹤0.01%
2,988
+2
1502
$97K ﹤0.01%
3,633
1503
$97K ﹤0.01%
5,170
-500
1504
$96K ﹤0.01%
16,695
+4,506
1505
$96K ﹤0.01%
1,583
-466
1506
$96K ﹤0.01%
3,580
-70
1507
$96K ﹤0.01%
2,794
-639
1508
$96K ﹤0.01%
7,819
1509
$95K ﹤0.01%
3,011
+373
1510
$95K ﹤0.01%
17,062
-5,318
1511
$95K ﹤0.01%
1,611
-215
1512
$95K ﹤0.01%
8,550
1513
$95K ﹤0.01%
1,699
-799
1514
$94K ﹤0.01%
16,315
-425
1515
$94K ﹤0.01%
5,163
+4,508
1516
$94K ﹤0.01%
3,822
+34
1517
$94K ﹤0.01%
2,016
-488
1518
$94K ﹤0.01%
2,007
-116
1519
$94K ﹤0.01%
5,430
+480
1520
$94K ﹤0.01%
7,092
+12
1521
$94K ﹤0.01%
3,202
-443
1522
$93K ﹤0.01%
1,777
-202
1523
$93K ﹤0.01%
5,460
+760
1524
$93K ﹤0.01%
449
+109
1525
$93K ﹤0.01%
75
59 60
61
62 63