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
1701
$71K ﹤0.01%
5,026
+444
1702
$71K ﹤0.01%
2,606
+2
1703
$71K ﹤0.01%
2,047
-1,036
1704
$71K ﹤0.01%
5,071
-612
1705
$71K ﹤0.01%
386
1706
$71K ﹤0.01%
1,218
+39
1707
$71K ﹤0.01%
1,130
+20
1708
$71K ﹤0.01%
1,227
1709
$71K ﹤0.01%
1,727
+503
1710
$70K ﹤0.01%
1,166
+666
1711
$70K ﹤0.01%
920
+63
1712
$70K ﹤0.01%
4,513
1713
$70K ﹤0.01%
2,800
1714
$70K ﹤0.01%
5,663
1715
$70K ﹤0.01%
3,331
+3
1716
$69K ﹤0.01%
1,908
-762
1717
$69K ﹤0.01%
3,365
1718
$69K ﹤0.01%
1,510
-670
1719
$69K ﹤0.01%
788
-150
1720
$69K ﹤0.01%
7,590
+2,000
1721
$69K ﹤0.01%
13,007
+64
1722
$69K ﹤0.01%
4,531
1723
$69K ﹤0.01%
2,063
1724
$69K ﹤0.01%
4,071
+1,116
1725
$69K ﹤0.01%
850
-14
67 68
69
70 71