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
2376
$23K ﹤0.01%
1,411
+592
2377
$23K ﹤0.01%
994
-4,432
2378
$23K ﹤0.01%
575
+435
2379
$23K ﹤0.01%
720
-612
2380
$23K ﹤0.01%
2,228
2381
$23K ﹤0.01%
225
-5
2382
$23K ﹤0.01%
447
+200
2383
$23K ﹤0.01%
1,185
-20
2384
$23K ﹤0.01%
3,040
2385
$23K ﹤0.01%
5,400
+1,400
2386
$23K ﹤0.01%
195
+3
2387
$23K ﹤0.01%
1,426
-36
2388
$23K ﹤0.01%
183
2389
$23K ﹤0.01%
1,314
+32
2390
$23K ﹤0.01%
780
-884
2391
$23K ﹤0.01%
396
2392
$23K ﹤0.01%
716
-9
2393
$23K ﹤0.01%
1,195
2394
$23K ﹤0.01%
178
2395
$23K ﹤0.01%
1,032
+90
2396
$23K ﹤0.01%
1,438
+27
2397
$23K ﹤0.01%
752
-23
2398
$23K ﹤0.01%
1,209
2399
$23K ﹤0.01%
2,162
2400
$23K ﹤0.01%
3,882
+727
94 95
96
97 98