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
2126
$35K ﹤0.01%
6,188
-4,648
2127
$35K ﹤0.01%
1,315
2128
$35K ﹤0.01%
3
2129
$35K ﹤0.01%
6,022
+5,000
2130
$35K ﹤0.01%
357
-59
2131
$35K ﹤0.01%
1,124
2132
$35K ﹤0.01%
1,700
+1,496
2133
$35K ﹤0.01%
706
2134
$35K ﹤0.01%
1,236
-184
2135
$35K ﹤0.01%
34,517
2136
$35K ﹤0.01%
1,400
2137
$34K ﹤0.01%
1,430
2138
$34K ﹤0.01%
312
+36
2139
$34K ﹤0.01%
994
+197
2140
$34K ﹤0.01%
1,206
-2,348
2141
$34K ﹤0.01%
2,308
2142
$34K ﹤0.01%
1,800
2143
$34K ﹤0.01%
1,200
-420
2144
$34K ﹤0.01%
1,550
-150
2145
$34K ﹤0.01%
561
+1
2146
$34K ﹤0.01%
365
-11
2147
$34K ﹤0.01%
994
+189
2148
$34K ﹤0.01%
1,150
2149
$34K ﹤0.01%
53
-11
2150
$34K ﹤0.01%
643
+323
84 85
86
87 88