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
1901
$51K ﹤0.01%
487
+241
1902
$51K ﹤0.01%
960
1903
$51K ﹤0.01%
8,591
-558
1904
$51K ﹤0.01%
3,220
+670
1905
$51K ﹤0.01%
+10,000
1906
$51K ﹤0.01%
2,250
1907
$50K ﹤0.01%
6,628
+15
1908
$50K ﹤0.01%
2,495
+290
1909
$50K ﹤0.01%
3,122
+14
1910
$50K ﹤0.01%
2,160
1911
$50K ﹤0.01%
1,235
+142
1912
$50K ﹤0.01%
3,398
1913
$50K ﹤0.01%
1,287
-525
1914
$50K ﹤0.01%
679
-89
1915
$50K ﹤0.01%
+5,000
1916
$50K ﹤0.01%
30,101
+10,000
1917
$50K ﹤0.01%
5,267
1918
$50K ﹤0.01%
2,573
1919
$50K ﹤0.01%
2,840
-200
1920
$49K ﹤0.01%
2,868
1921
$49K ﹤0.01%
572
+357
1922
$49K ﹤0.01%
698
-200
1923
$49K ﹤0.01%
989
-2
1924
$49K ﹤0.01%
6,501
+900
1925
$49K ﹤0.01%
844
-571
75 76
77
78 79