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
2426
$22K ﹤0.01%
490
+175
2427
$22K ﹤0.01%
1,201
2428
$22K ﹤0.01%
325
2429
$22K ﹤0.01%
317
+6
2430
$22K ﹤0.01%
352
-3
2431
$22K ﹤0.01%
595
2432
$22K ﹤0.01%
699
-36
2433
$22K ﹤0.01%
204
-45
2434
$21K ﹤0.01%
1,144
-200
2435
$21K ﹤0.01%
323
2436
$21K ﹤0.01%
+1,000
2437
$21K ﹤0.01%
384
2438
$21K ﹤0.01%
450
2439
$21K ﹤0.01%
+1,159
2440
$21K ﹤0.01%
182
2441
$21K ﹤0.01%
97
+14
2442
$21K ﹤0.01%
595
2443
$21K ﹤0.01%
540
-43
2444
$21K ﹤0.01%
1,028
2445
$21K ﹤0.01%
1,948
2446
$21K ﹤0.01%
+740
2447
$21K ﹤0.01%
681
+17
2448
$21K ﹤0.01%
465
-2,051
2449
$21K ﹤0.01%
1,138
+88
2450
$21K ﹤0.01%
+165
96 97
98
99 100