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
2351
$24K ﹤0.01%
783
-84
2352
$24K ﹤0.01%
420
2353
$24K ﹤0.01%
1,302
+13
2354
$24K ﹤0.01%
+1,215
2355
$24K ﹤0.01%
506
+315
2356
$24K ﹤0.01%
3,000
2357
$24K ﹤0.01%
3,000
-740
2358
$24K ﹤0.01%
937
-1,500
2359
$24K ﹤0.01%
294
-173
2360
$24K ﹤0.01%
805
-616
2361
$24K ﹤0.01%
1,328
-200
2362
$24K ﹤0.01%
1,050
+232
2363
$24K ﹤0.01%
314
-354
2364
$24K ﹤0.01%
333
-556
2365
$24K ﹤0.01%
590
2366
$24K ﹤0.01%
8,733
+400
2367
$24K ﹤0.01%
849
-700
2368
$24K ﹤0.01%
+15
2369
$24K ﹤0.01%
921
+133
2370
$23K ﹤0.01%
159
+81
2371
$23K ﹤0.01%
989
+689
2372
$23K ﹤0.01%
265
+123
2373
$23K ﹤0.01%
2,093
2374
$23K ﹤0.01%
613
+400
2375
$23K ﹤0.01%
+1,378
93 94
95
96 97