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
2101
$37K ﹤0.01%
+4,245
2102
$37K ﹤0.01%
1,562
+28
2103
$37K ﹤0.01%
2,745
2104
$36K ﹤0.01%
750
-1
2105
$36K ﹤0.01%
+1,600
2106
$36K ﹤0.01%
91
+2
2107
$36K ﹤0.01%
2,666
-6
2108
$36K ﹤0.01%
400
2109
$36K ﹤0.01%
4,258
+81
2110
$36K ﹤0.01%
900
-2,290
2111
$36K ﹤0.01%
2,000
2112
$36K ﹤0.01%
1,739
+1,000
2113
$36K ﹤0.01%
1,099
+400
2114
$36K ﹤0.01%
10,000
2115
$36K ﹤0.01%
900
2116
$36K ﹤0.01%
403
-56
2117
$35K ﹤0.01%
556
-726
2118
$35K ﹤0.01%
15,423
2119
$35K ﹤0.01%
659
-359
2120
$35K ﹤0.01%
5,356
+1,068
2121
$35K ﹤0.01%
1,527
2122
$35K ﹤0.01%
3,516
-3,252
2123
$35K ﹤0.01%
2,000
2124
$35K ﹤0.01%
3,285
-1,365
2125
$35K ﹤0.01%
1,509
-230
83 84
85
86 87