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
1651
$79K ﹤0.01%
3,601
-1
1652
$79K ﹤0.01%
2,300
-1,200
1653
$79K ﹤0.01%
1,650
-42
1654
$78K ﹤0.01%
755
-17
1655
$78K ﹤0.01%
2,438
+140
1656
$78K ﹤0.01%
2,306
-117
1657
$78K ﹤0.01%
1,502
+103
1658
$78K ﹤0.01%
89
1659
$78K ﹤0.01%
1,573
+59
1660
$77K ﹤0.01%
695
-75
1661
$77K ﹤0.01%
4,161
1662
$77K ﹤0.01%
7,494
+691
1663
$77K ﹤0.01%
706
-65
1664
$77K ﹤0.01%
2,608
-508
1665
$77K ﹤0.01%
2,908
-1,011
1666
$77K ﹤0.01%
1,933
+1,515
1667
$76K ﹤0.01%
4,200
-2,065
1668
$76K ﹤0.01%
6,295
+910
1669
$76K ﹤0.01%
1,322
+36
1670
$76K ﹤0.01%
11,443
-100
1671
$76K ﹤0.01%
5,877
-253
1672
$76K ﹤0.01%
1,197
+1
1673
$76K ﹤0.01%
4,000
1674
$75K ﹤0.01%
5,343
+500
1675
$75K ﹤0.01%
+3,313
65 66
67
68 69