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
2401
$23K ﹤0.01%
1,500
-333
2402
$22K ﹤0.01%
+1,500
2403
$22K ﹤0.01%
1,210
2404
$22K ﹤0.01%
1,352
+175
2405
$22K ﹤0.01%
5,796
+4,152
2406
$22K ﹤0.01%
1,561
2407
$22K ﹤0.01%
1,100
2408
$22K ﹤0.01%
2,398
2409
$22K ﹤0.01%
408
2410
$22K ﹤0.01%
907
+300
2411
$22K ﹤0.01%
251
-18
2412
$22K ﹤0.01%
925
2413
$22K ﹤0.01%
346
2414
$22K ﹤0.01%
108
-5
2415
$22K ﹤0.01%
1,097
2416
$22K ﹤0.01%
1,500
2417
$22K ﹤0.01%
+794
2418
$22K ﹤0.01%
867
2419
$22K ﹤0.01%
829
-149
2420
$22K ﹤0.01%
2,798
2421
$22K ﹤0.01%
8,800
-500
2422
$22K ﹤0.01%
1,460
2423
$22K ﹤0.01%
715
-200
2424
$22K ﹤0.01%
1,067
-60
2425
$22K ﹤0.01%
+300
95 96
97
98 99