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
1876
$53K ﹤0.01%
2,686
+367
1877
$53K ﹤0.01%
1,507
1878
$53K ﹤0.01%
633
+415
1879
$53K ﹤0.01%
3,381
1880
$53K ﹤0.01%
1,234
-143
1881
$52K ﹤0.01%
5,326
-560
1882
$52K ﹤0.01%
876
1883
$52K ﹤0.01%
1,175
-22
1884
$52K ﹤0.01%
3,715
+26
1885
$52K ﹤0.01%
1,926
+288
1886
$52K ﹤0.01%
2,992
-406
1887
$52K ﹤0.01%
1,458
-90
1888
$52K ﹤0.01%
6,419
+5,599
1889
$51K ﹤0.01%
2,385
-68
1890
$51K ﹤0.01%
877
-11,345
1891
$51K ﹤0.01%
3,835
1892
$51K ﹤0.01%
6,276
+2,492
1893
$51K ﹤0.01%
1,965
-1,643
1894
$51K ﹤0.01%
1,248
-1,498
1895
$51K ﹤0.01%
14,896
-2,016
1896
$51K ﹤0.01%
1,408
+5
1897
$51K ﹤0.01%
720
1898
$51K ﹤0.01%
2,254
+1
1899
$51K ﹤0.01%
1,252
-244
1900
$51K ﹤0.01%
2,132
-285
74 75
76
77 78