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
3126
$7K ﹤0.01%
+428
3127
$7K ﹤0.01%
82
-55
3128
$7K ﹤0.01%
42
3129
$7K ﹤0.01%
439
3130
$7K ﹤0.01%
190
3131
$7K ﹤0.01%
173
+13
3132
$7K ﹤0.01%
1,600
3133
$7K ﹤0.01%
60
-27
3134
$7K ﹤0.01%
126
-9
3135
$7K ﹤0.01%
500
3136
$7K ﹤0.01%
300
+100
3137
$7K ﹤0.01%
125
-5
3138
$7K ﹤0.01%
178
3139
$7K ﹤0.01%
3,939
+2
3140
$7K ﹤0.01%
+246
3141
$7K ﹤0.01%
525
-130
3142
$7K ﹤0.01%
207
+50
3143
$7K ﹤0.01%
311
+11
3144
$7K ﹤0.01%
12,943
3145
$7K ﹤0.01%
122
3146
$7K ﹤0.01%
57
-33
3147
$7K ﹤0.01%
2,417
3148
$7K ﹤0.01%
148
3149
$7K ﹤0.01%
641
3150
$7K ﹤0.01%
115
124 125
126
127 128