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
3101
$7K ﹤0.01%
475
3102
$7K ﹤0.01%
362
-227
3103
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+10
3104
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447
+350
3105
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300
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3106
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3107
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3108
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+60
3109
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453
-77
3110
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345
3111
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413
-340
3112
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333
-667
3113
$7K ﹤0.01%
392
-1,240
3114
$7K ﹤0.01%
325
3115
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2
3116
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42
+22
3117
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+2
3118
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3119
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723
3120
$7K ﹤0.01%
253
-300
3121
$7K ﹤0.01%
6
3122
$7K ﹤0.01%
+3
3123
$7K ﹤0.01%
10
3124
$7K ﹤0.01%
502
+4
3125
$7K ﹤0.01%
141
-10
123 124
125
126 127