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
2151
$34K ﹤0.01%
692
+202
2152
$34K ﹤0.01%
530
+294
2153
$34K ﹤0.01%
1,175
-400
2154
$34K ﹤0.01%
1,926
2155
$34K ﹤0.01%
1,065
+65
2156
$34K ﹤0.01%
25
2157
$33K ﹤0.01%
+1,260
2158
$33K ﹤0.01%
2,002
+211
2159
– –
0
2160
$33K ﹤0.01%
2,581
2161
$33K ﹤0.01%
1,849
2162
$33K ﹤0.01%
5,327
2163
$33K ﹤0.01%
766
2164
$33K ﹤0.01%
804
2165
$33K ﹤0.01%
600
2166
$33K ﹤0.01%
1,764
2167
$33K ﹤0.01%
1,261
2168
$33K ﹤0.01%
3,597
2169
$32K ﹤0.01%
2,000
2170
$32K ﹤0.01%
877
+100
2171
$32K ﹤0.01%
1,913
2172
$32K ﹤0.01%
708
2173
$32K ﹤0.01%
1,028
2174
$32K ﹤0.01%
235
2175
$32K ﹤0.01%
650
-130
85 86
87
88 89