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
2451
$21K ﹤0.01%
1,703
2452
$21K ﹤0.01%
367
-4
2453
$21K ﹤0.01%
310
-4
2454
$21K ﹤0.01%
1,129
2455
$21K ﹤0.01%
690
+2
2456
$21K ﹤0.01%
225
-25
2457
$21K ﹤0.01%
493
+1
2458
$21K ﹤0.01%
114
2459
$21K ﹤0.01%
+833
2460
$21K ﹤0.01%
583
+32
2461
$21K ﹤0.01%
243
+4
2462
$21K ﹤0.01%
700
2463
$21K ﹤0.01%
343
2464
$21K ﹤0.01%
1,100
2465
$21K ﹤0.01%
3,533
+4
2466
$21K ﹤0.01%
21,208
2467
$21K ﹤0.01%
2,195
-100
2468
$21K ﹤0.01%
14,045
2469
$21K ﹤0.01%
2,000
2470
$21K ﹤0.01%
680
+350
2471
$21K ﹤0.01%
1,198
+33
2472
$21K ﹤0.01%
4,450
2473
$20K ﹤0.01%
1,206
+12
2474
$20K ﹤0.01%
+341
2475
$20K ﹤0.01%
3,449
-2,000
97 98
99
100 101