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
1526
$93K ﹤0.01%
2,096
+427
1527
$92K ﹤0.01%
2,134
-20
1528
$92K ﹤0.01%
1,405
1529
$92K ﹤0.01%
16,976
+767
1530
$92K ﹤0.01%
959
-556
1531
$92K ﹤0.01%
3,278
+2,114
1532
$92K ﹤0.01%
3,926
-2,124
1533
$91K ﹤0.01%
2,423
+323
1534
$91K ﹤0.01%
1,345
+297
1535
$91K ﹤0.01%
2,718
-759
1536
$91K ﹤0.01%
1,610
+5
1537
$91K ﹤0.01%
4,517
+793
1538
$91K ﹤0.01%
1,400
1539
$91K ﹤0.01%
8,198
-1,625
1540
$91K ﹤0.01%
10,650
+2,000
1541
$90K ﹤0.01%
973
-52
1542
$90K ﹤0.01%
3,831
1543
$90K ﹤0.01%
+4,007
1544
$90K ﹤0.01%
6,285
1545
$90K ﹤0.01%
800
-376
1546
$90K ﹤0.01%
2,261
+3
1547
$90K ﹤0.01%
3,795
-1,298
1548
$90K ﹤0.01%
3,463
1549
$89K ﹤0.01%
5,962
+1,393
1550
$89K ﹤0.01%
725
+2
60 61
62
63 64