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
2476
$20K ﹤0.01%
2,834
2477
$20K ﹤0.01%
714
+211
2478
$20K ﹤0.01%
3,656
2479
$20K ﹤0.01%
1,700
2480
$20K ﹤0.01%
1,824
-3,368
2481
$20K ﹤0.01%
1,452
-1,597
2482
$20K ﹤0.01%
258
-5
2483
$20K ﹤0.01%
6,200
2484
$20K ﹤0.01%
643
-2,110
2485
$20K ﹤0.01%
256
+2
2486
$20K ﹤0.01%
3,148
2487
$20K ﹤0.01%
3,134
-10,075
2488
$20K ﹤0.01%
437
-100
2489
$20K ﹤0.01%
1,021
2490
$20K ﹤0.01%
490
2491
$20K ﹤0.01%
2,074
2492
$20K ﹤0.01%
807
2493
$20K ﹤0.01%
700
2494
$20K ﹤0.01%
620
+225
2495
$20K ﹤0.01%
353
2496
$20K ﹤0.01%
645
2497
$20K ﹤0.01%
1,102
-95
2498
$20K ﹤0.01%
1,380
2499
$20K ﹤0.01%
2,165
2500
$20K ﹤0.01%
542
+222
98 99
100
101 102