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
2051
$39K ﹤0.01%
626
+90
2052
$39K ﹤0.01%
319
2053
$39K ﹤0.01%
454
-28
2054
$39K ﹤0.01%
430
-51
2055
$39K ﹤0.01%
720
2056
$39K ﹤0.01%
1,512
+19
2057
$39K ﹤0.01%
520
+13
2058
$39K ﹤0.01%
2,500
2059
$38K ﹤0.01%
690
2060
$38K ﹤0.01%
761
-217
2061
$38K ﹤0.01%
1,425
+182
2062
$38K ﹤0.01%
558
2063
$38K ﹤0.01%
2,458
-477
2064
$38K ﹤0.01%
1,460
-42
2065
$38K ﹤0.01%
1,350
2066
$38K ﹤0.01%
527
+483
2067
$38K ﹤0.01%
743
-637
2068
$38K ﹤0.01%
2,913
2069
$38K ﹤0.01%
6,050
+250
2070
$38K ﹤0.01%
2,882
2071
$38K ﹤0.01%
336
-746
2072
$38K ﹤0.01%
1,307
+342
2073
$38K ﹤0.01%
734
-289
2074
$38K ﹤0.01%
+5,422
2075
$38K ﹤0.01%
2,448
-32
81 82
83
84 85