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
3976
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-500
3977
$0 ﹤0.01%
14
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20
3979
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+14
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3982
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30
3983
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41
+20
3984
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-8
3986
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3987
$0 ﹤0.01%
18
3988
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3989
$0 ﹤0.01%
13
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3990
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3991
$0 ﹤0.01%
2
3992
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3993
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-3,153
3994
$0 ﹤0.01%
+14
3995
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-1,060
3996
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3997
$0 ﹤0.01%
+13
3998
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-6
3999
– –
-748
4000
$0 ﹤0.01%
9
158 159
160
161 162