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
1676
$75K ﹤0.01%
919
-1
1677
$75K ﹤0.01%
3,351
+25
1678
$75K ﹤0.01%
2,283
1679
$75K ﹤0.01%
1,687
+426
1680
$75K ﹤0.01%
2,911
-817
1681
$75K ﹤0.01%
4,039
+3,498
1682
$74K ﹤0.01%
4,546
-8,542
1683
$74K ﹤0.01%
1,482
+226
1684
$74K ﹤0.01%
4,900
-550
1685
$74K ﹤0.01%
1,026
+40
1686
$74K ﹤0.01%
6,760
+1,004
1687
$74K ﹤0.01%
7,793
-1,061
1688
$74K ﹤0.01%
+2,890
1689
$74K ﹤0.01%
1,450
1690
$73K ﹤0.01%
1,258
-1,006
1691
$73K ﹤0.01%
3,055
+1,690
1692
$73K ﹤0.01%
1,078
1693
$72K ﹤0.01%
18,291
+7,568
1694
$72K ﹤0.01%
1,561
1695
$72K ﹤0.01%
643
+5
1696
$72K ﹤0.01%
1,411
+200
1697
$72K ﹤0.01%
695
-65
1698
$72K ﹤0.01%
3,285
-8
1699
$72K ﹤0.01%
2,061
1700
$72K ﹤0.01%
1,052
-47
66 67
68
69 70