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
1601
$84K ﹤0.01%
1,048
1602
$84K ﹤0.01%
6,443
+900
1603
$84K ﹤0.01%
6,646
1604
$84K ﹤0.01%
2,511
+1
1605
$83K ﹤0.01%
+1,484
1606
$83K ﹤0.01%
5,203
+407
1607
$83K ﹤0.01%
8,535
1608
$83K ﹤0.01%
1,416
+177
1609
$83K ﹤0.01%
852
-24
1610
$83K ﹤0.01%
1,668
-4
1611
$83K ﹤0.01%
3,544
-103
1612
$83K ﹤0.01%
6,148
-75
1613
$83K ﹤0.01%
1,604
+501
1614
$83K ﹤0.01%
579
+242
1615
$83K ﹤0.01%
11,960
-8,875
1616
$83K ﹤0.01%
1,000
1617
$83K ﹤0.01%
21,500
1618
$83K ﹤0.01%
1,848
+13
1619
$82K ﹤0.01%
1,785
-99
1620
$82K ﹤0.01%
5,703
+2,750
1621
$82K ﹤0.01%
1,109
+5
1622
$82K ﹤0.01%
8,168
1623
$82K ﹤0.01%
1,452
+56
1624
$82K ﹤0.01%
2,323
-1,574
1625
$82K ﹤0.01%
5,315
+1,294
63 64
65
66 67