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
3651
$2K ﹤0.01%
64
-128
3652
$2K ﹤0.01%
1,000
3653
$2K ﹤0.01%
100
3654
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+60
3655
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44
3656
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85
-86
3657
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97
+48
3658
$2K ﹤0.01%
255
+2
3659
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500
3660
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51
3661
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76
-200
3662
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400
3663
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230
3664
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169
3665
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+82
3666
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10
3667
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102
3668
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294
3669
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162
3670
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628
3671
$2K ﹤0.01%
400
-475
3672
$2K ﹤0.01%
85
3673
$2K ﹤0.01%
97
+92
3674
$2K ﹤0.01%
77
3675
$2K ﹤0.01%
158
145 146
147
148 149