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
3576
$3K ﹤0.01%
301
+268
3577
$2K ﹤0.01%
1,200
3578
$2K ﹤0.01%
114
3579
$2K ﹤0.01%
94
-128
3580
$2K ﹤0.01%
+64
3581
$2K ﹤0.01%
38
3582
$2K ﹤0.01%
29
-20
3583
$2K ﹤0.01%
113
-86
3584
$2K ﹤0.01%
109
-264
3585
$2K ﹤0.01%
81
3586
$2K ﹤0.01%
1,500
3587
$2K ﹤0.01%
70
3588
$2K ﹤0.01%
23
3589
$2K ﹤0.01%
200
3590
$2K ﹤0.01%
266
3591
$2K ﹤0.01%
600
3592
$2K ﹤0.01%
135
+25
3593
$2K ﹤0.01%
334
3594
$2K ﹤0.01%
54
-220
3595
$2K ﹤0.01%
25
-99
3596
$2K ﹤0.01%
50
3597
$2K ﹤0.01%
112
-3,060
3598
$2K ﹤0.01%
200
3599
$2K ﹤0.01%
+254
3600
$2K ﹤0.01%
44
+15
142 143
144
145 146