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
4051
$0 ﹤0.01%
300
-200
4052
$0 ﹤0.01%
85
4053
$0 ﹤0.01%
49
4054
– –
-63
4055
– –
-4
4056
– –
-74
4057
– –
-177
4058
– –
-2,611
4059
– –
-558
4060
– –
-7
4061
– –
-61
4062
– –
-400
4063
– –
-11
4064
– –
-279
4065
– –
-753
4066
– –
-97,683
4067
– –
-663
4068
– –
-1,839
4069
– –
-108
4070
– –
-62
4071
– –
-2,500
4072
– –
-132
4073
– –
-224
4074
– –
-5,128
4075
– –
-788
161 162
163
164 165