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
3276
$5K ﹤0.01%
400
3277
$5K ﹤0.01%
240
3278
$5K ﹤0.01%
171
+67
3279
$5K ﹤0.01%
124
3280
$5K ﹤0.01%
172
+28
3281
$5K ﹤0.01%
350
-1,000
3282
$5K ﹤0.01%
80
-2
3283
$5K ﹤0.01%
1,011
3284
$5K ﹤0.01%
130
3285
$5K ﹤0.01%
275
+10
3286
$5K ﹤0.01%
400
3287
$5K ﹤0.01%
122
3288
$5K ﹤0.01%
493
-239
3289
$5K ﹤0.01%
177
3290
$5K ﹤0.01%
100
3291
$5K ﹤0.01%
195
+114
3292
$5K ﹤0.01%
176
-3,616
3293
$5K ﹤0.01%
132
-3
3294
$5K ﹤0.01%
84
-97
3295
$5K ﹤0.01%
608
+66
3296
$5K ﹤0.01%
158
+14
3297
$5K ﹤0.01%
168
-5
3298
$5K ﹤0.01%
77
+56
3299
$5K ﹤0.01%
179
3300
– –
0
130 131
132
133 134