IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
4201
$0 ﹤0.01%
2
4202
– –
0
4203
– –
-248
4204
$0 ﹤0.01%
66
4205
$0 ﹤0.01%
11
4206
– –
-122
4207
– –
0
4208
$0 ﹤0.01%
9
4209
– –
-1,101
4210
– –
0
4211
$0 ﹤0.01%
37
4212
– –
-2
4213
– –
0
4214
– –
-840
4215
$0 ﹤0.01%
2
4216
$0 ﹤0.01%
2
4217
– –
0
4218
– –
-4
4219
$0 ﹤0.01%
1
4220
– –
-665
4221
$0 ﹤0.01%
34
4222
$0 ﹤0.01%
175
4223
– –
0
4224
– –
-230
4225
$0 ﹤0.01%
2
167 168
169
170 171