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
1776
$63K ﹤0.01%
1,077
-975
1777
$63K ﹤0.01%
284
-11
1778
$63K ﹤0.01%
1,060
1779
$63K ﹤0.01%
2,603
+542
1780
$63K ﹤0.01%
+820
1781
$63K ﹤0.01%
2,747
-339
1782
$63K ﹤0.01%
1,520
-26
1783
$63K ﹤0.01%
995
+227
1784
$62K ﹤0.01%
2,623
+1,958
1785
$62K ﹤0.01%
510
-17
1786
$62K ﹤0.01%
1,670
-937
1787
$62K ﹤0.01%
2,607
-1,579
1788
$62K ﹤0.01%
1,200
+500
1789
$62K ﹤0.01%
1,432
-582
1790
$62K ﹤0.01%
1,214
1791
$61K ﹤0.01%
172
+61
1792
$61K ﹤0.01%
1,951
-250
1793
$61K ﹤0.01%
822
-200
1794
$61K ﹤0.01%
2,276
+1,394
1795
$61K ﹤0.01%
719
-79
1796
$61K ﹤0.01%
2,230
+1,030
1797
$61K ﹤0.01%
605
-40
1798
$60K ﹤0.01%
+2,888
1799
$60K ﹤0.01%
1,565
-200
1800
$60K ﹤0.01%
825
+75
70 71
72
73 74