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
2326
$25K ﹤0.01%
9,220
2327
$25K ﹤0.01%
5,960
+645
2328
$25K ﹤0.01%
3,700
-1,193
2329
$25K ﹤0.01%
5,400
-6,640
2330
$25K ﹤0.01%
282
2331
$25K ﹤0.01%
1,001
-1,301
2332
$25K ﹤0.01%
1,000
-350
2333
$25K ﹤0.01%
456
2334
$25K ﹤0.01%
2,118
+13
2335
$25K ﹤0.01%
1,115
+9
2336
$25K ﹤0.01%
890
+172
2337
$25K ﹤0.01%
26
-1
2338
$25K ﹤0.01%
188
2339
$25K ﹤0.01%
2,109
2340
$25K ﹤0.01%
702
2341
$25K ﹤0.01%
800
+40
2342
$25K ﹤0.01%
1,878
-481
2343
$25K ﹤0.01%
5,300
2344
$25K ﹤0.01%
1,477
2345
$25K ﹤0.01%
1,686
2346
$24K ﹤0.01%
544
2347
$24K ﹤0.01%
872
-166
2348
$24K ﹤0.01%
355
-4
2349
$24K ﹤0.01%
+799
2350
$24K ﹤0.01%
1,875
-1,625
92 93
94
95 96