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
4151
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4152
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4153
$0 ﹤0.01%
+14
4154
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4155
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4156
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4157
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-43
4158
$0 ﹤0.01%
4
4159
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-1,000
4160
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-300
4161
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-750
4162
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-8
4163
$0 ﹤0.01%
1
-186
4164
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4165
– –
0
4166
$0 ﹤0.01%
2
-85
4167
$0 ﹤0.01%
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4168
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3
4169
$0 ﹤0.01%
25
+15
4170
$0 ﹤0.01%
+15
4171
$0 ﹤0.01%
33
4172
– –
-1,775
4173
– –
-500
4174
$0 ﹤0.01%
2
4175
$0 ﹤0.01%
6
165 166
167
168 169