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
2201
$31K ﹤0.01%
2,406
+13
2202
$31K ﹤0.01%
889
+50
2203
$31K ﹤0.01%
1,375
2204
$31K ﹤0.01%
342
+105
2205
$31K ﹤0.01%
1,141
+941
2206
$31K ﹤0.01%
203
-3
2207
$31K ﹤0.01%
977
+537
2208
$31K ﹤0.01%
2,228
2209
$31K ﹤0.01%
6,655
+4,255
2210
$31K ﹤0.01%
493
+20
2211
$31K ﹤0.01%
845
-2,884
2212
$30K ﹤0.01%
1,216
-549
2213
$30K ﹤0.01%
3,824
-1,400
2214
$30K ﹤0.01%
521
-3
2215
$30K ﹤0.01%
1,848
+2
2216
$30K ﹤0.01%
1,100
2217
$30K ﹤0.01%
2,100
2218
$30K ﹤0.01%
2,014
2219
$30K ﹤0.01%
2,000
2220
$30K ﹤0.01%
5,123
+1,045
2221
$30K ﹤0.01%
1,874
-96
2222
$30K ﹤0.01%
557
2223
$30K ﹤0.01%
2,026
-127
2224
$30K ﹤0.01%
2,710
+17
2225
$30K ﹤0.01%
2,711
87 88
89
90 91