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
1551
$89K ﹤0.01%
2,392
-1,013
1552
$89K ﹤0.01%
3,576
+1,915
1553
$88K ﹤0.01%
6,061
1554
$88K ﹤0.01%
825
-73
1555
$88K ﹤0.01%
4,000
1556
$88K ﹤0.01%
1,746
-150
1557
$88K ﹤0.01%
18,941
+63
1558
$87K ﹤0.01%
461
1559
$87K ﹤0.01%
933
+45
1560
$87K ﹤0.01%
1,728
-58
1561
$87K ﹤0.01%
8,829
-1,751
1562
$87K ﹤0.01%
1,426
1563
$87K ﹤0.01%
4,531
+430
1564
$87K ﹤0.01%
3,596
+2,802
1565
$87K ﹤0.01%
3,195
+3
1566
$87K ﹤0.01%
2,681
-159
1567
$87K ﹤0.01%
12,750
-10,530
1568
$87K ﹤0.01%
858
-646
1569
$87K ﹤0.01%
3,534
+284
1570
$87K ﹤0.01%
6,526
-1,000
1571
$86K ﹤0.01%
7,970
1572
$86K ﹤0.01%
22,686
-1,145
1573
$86K ﹤0.01%
2,861
+417
1574
$86K ﹤0.01%
4,649
1575
$86K ﹤0.01%
1,635
-4
61 62
63
64 65