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
1851
$55K ﹤0.01%
1,344
-6
1852
$55K ﹤0.01%
3,813
+715
1853
$55K ﹤0.01%
1,100
+500
1854
$55K ﹤0.01%
286
-473
1855
$55K ﹤0.01%
2,825
1856
$55K ﹤0.01%
2,160
-7,830
1857
$55K ﹤0.01%
3,020
1858
$55K ﹤0.01%
360
-150
1859
$55K ﹤0.01%
2,052
+115
1860
$55K ﹤0.01%
4,000
1861
$55K ﹤0.01%
2,045
+177
1862
$55K ﹤0.01%
1,770
-718
1863
$54K ﹤0.01%
3,890
1864
$54K ﹤0.01%
590
-50
1865
$54K ﹤0.01%
3,300
-918
1866
$54K ﹤0.01%
2,509
+116
1867
$54K ﹤0.01%
+3,075
1868
$54K ﹤0.01%
1,593
-36
1869
$54K ﹤0.01%
628
+39
1870
$54K ﹤0.01%
1,272
-55
1871
$54K ﹤0.01%
624
+420
1872
$54K ﹤0.01%
6,854
1873
$54K ﹤0.01%
1,339
-40
1874
$53K ﹤0.01%
610
1875
$53K ﹤0.01%
1,655
-82
73 74
75
76 77