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
1926
$49K ﹤0.01%
3,272
1927
$49K ﹤0.01%
525
-4
1928
$49K ﹤0.01%
4,420
+1,173
1929
$49K ﹤0.01%
1,950
-378
1930
$49K ﹤0.01%
190
+123
1931
$49K ﹤0.01%
896
+108
1932
$48K ﹤0.01%
728
+12
1933
$48K ﹤0.01%
1,547
+130
1934
$48K ﹤0.01%
1,607
+50
1935
$48K ﹤0.01%
3,090
1936
$48K ﹤0.01%
+2,000
1937
$48K ﹤0.01%
855
+339
1938
$48K ﹤0.01%
1,543
+226
1939
$48K ﹤0.01%
805
+535
1940
$48K ﹤0.01%
475
-3
1941
$48K ﹤0.01%
1,336
1942
$48K ﹤0.01%
3,138
-20
1943
$48K ﹤0.01%
108
-71
1944
$48K ﹤0.01%
865
-312
1945
$48K ﹤0.01%
17
-2
1946
$47K ﹤0.01%
1,323
+1,104
1947
$47K ﹤0.01%
255
-503
1948
$47K ﹤0.01%
3,738
+19
1949
$47K ﹤0.01%
1,287
-125
1950
$47K ﹤0.01%
1,399
-1,029
76 77
78
79 80