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
3926
– –
-10
3927
$0 ﹤0.01%
5
3928
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1
3929
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0
3930
$0 ﹤0.01%
10
3931
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-9,402
3932
– –
-5,940
3933
– –
-162
3934
$0 ﹤0.01%
+95
3935
$0 ﹤0.01%
14
3936
$0 ﹤0.01%
26
3937
$0 ﹤0.01%
13
-1
3938
$0 ﹤0.01%
110
3939
– –
-50
3940
– –
-441
3941
$0 ﹤0.01%
5
-691
3942
$0 ﹤0.01%
230
3943
$0 ﹤0.01%
41
3944
$0 ﹤0.01%
17
3945
$0 ﹤0.01%
262
3946
– –
-1,351
3947
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-66
3948
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-3,000
3949
– –
-6,930
3950
– –
-3,276
156 157
158
159 160