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
2076
$38K ﹤0.01%
692
-12
2077
$38K ﹤0.01%
500
2078
$38K ﹤0.01%
2,647
+2,625
2079
$38K ﹤0.01%
522
-106
2080
$38K ﹤0.01%
2,275
2081
$37K ﹤0.01%
1,142
+539
2082
$37K ﹤0.01%
1,000
2083
$37K ﹤0.01%
3,100
2084
$37K ﹤0.01%
+3,050
2085
$37K ﹤0.01%
1,594
2086
$37K ﹤0.01%
4,429
+7
2087
$37K ﹤0.01%
713
+200
2088
$37K ﹤0.01%
1,175
+319
2089
$37K ﹤0.01%
555
+422
2090
$37K ﹤0.01%
600
-202
2091
$37K ﹤0.01%
3,150
-3,000
2092
$37K ﹤0.01%
1,810
+1,028
2093
$37K ﹤0.01%
256
-66
2094
$37K ﹤0.01%
372
-1
2095
$37K ﹤0.01%
2,906
+1,576
2096
$37K ﹤0.01%
1,650
2097
$37K ﹤0.01%
+1,302
2098
$37K ﹤0.01%
4,616
-706
2099
$37K ﹤0.01%
1,011
2100
$37K ﹤0.01%
6,000
82 83
84
85 86