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
2276
$28K ﹤0.01%
351
2277
$27K ﹤0.01%
1,059
2278
$27K ﹤0.01%
1,233
2279
$27K ﹤0.01%
848
+116
2280
$27K ﹤0.01%
548
-4,840
2281
$27K ﹤0.01%
316
-1
2282
$27K ﹤0.01%
1,025
+550
2283
$27K ﹤0.01%
6,647
2284
$27K ﹤0.01%
17,285
2285
$27K ﹤0.01%
663
-29
2286
$27K ﹤0.01%
1,000
2287
$27K ﹤0.01%
5,704
2288
$27K ﹤0.01%
1,070
+958
2289
$27K ﹤0.01%
391
+27
2290
$27K ﹤0.01%
1,348
2291
$27K ﹤0.01%
656
-14
2292
$27K ﹤0.01%
633
-115
2293
$27K ﹤0.01%
986
-9
2294
$27K ﹤0.01%
1,012
-974
2295
$27K ﹤0.01%
1,000
-5,469
2296
$27K ﹤0.01%
+58
2297
$27K ﹤0.01%
950
-275
2298
$27K ﹤0.01%
604
-50
2299
$26K ﹤0.01%
481
-53
2300
$26K ﹤0.01%
1,417
90 91
92
93 94