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
2251
$29K ﹤0.01%
1,735
2252
$29K ﹤0.01%
3,592
2253
$29K ﹤0.01%
750
2254
$29K ﹤0.01%
987
-76
2255
$28K ﹤0.01%
172
-329
2256
$28K ﹤0.01%
1,455
+28
2257
$28K ﹤0.01%
800
+794
2258
$28K ﹤0.01%
+1,210
2259
$28K ﹤0.01%
1,561
+75
2260
$28K ﹤0.01%
1,134
2261
$28K ﹤0.01%
3,000
2262
$28K ﹤0.01%
20,139
+9
2263
$28K ﹤0.01%
415
-6
2264
$28K ﹤0.01%
2,251
+557
2265
$28K ﹤0.01%
750
2266
$28K ﹤0.01%
332
+257
2267
$28K ﹤0.01%
2,620
+1,025
2268
$28K ﹤0.01%
1,137
-209
2269
$28K ﹤0.01%
1,126
-207
2270
$28K ﹤0.01%
2,000
2271
$28K ﹤0.01%
2,108
+4
2272
$28K ﹤0.01%
1,650
-650
2273
$28K ﹤0.01%
1,000
2274
$28K ﹤0.01%
527
-86
2275
$28K ﹤0.01%
2,615
+200
89 90
91
92 93