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
1726
$69K ﹤0.01%
+3,300
1727
$68K ﹤0.01%
1,860
+200
1728
$68K ﹤0.01%
5,310
1729
$68K ﹤0.01%
1,129
+712
1730
$68K ﹤0.01%
4,502
+3,117
1731
$68K ﹤0.01%
1,845
1732
$68K ﹤0.01%
1,303
-114
1733
$68K ﹤0.01%
4,100
-1,128
1734
$68K ﹤0.01%
4,428
1735
$67K ﹤0.01%
4,522
+5
1736
$67K ﹤0.01%
13,632
-3,100
1737
$67K ﹤0.01%
+1,250
1738
$67K ﹤0.01%
1,212
1739
$66K ﹤0.01%
969
-42
1740
$66K ﹤0.01%
1,466
-552
1741
$66K ﹤0.01%
1,338
-77
1742
$66K ﹤0.01%
2,956
-68
1743
$66K ﹤0.01%
10,636
-1,569
1744
$66K ﹤0.01%
2,745
+1,957
1745
$66K ﹤0.01%
7,529
+287
1746
$66K ﹤0.01%
332
-78
1747
$66K ﹤0.01%
239
1748
$66K ﹤0.01%
5,221
-7,155
1749
$66K ﹤0.01%
770
1750
$66K ﹤0.01%
2,756
+203
68 69
70
71 72