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
4201
$0 ﹤0.01%
34
4202
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4203
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4204
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4205
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2
4206
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4
4207
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10
-57
4208
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-826
4209
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-328
4210
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-2
4211
$0 ﹤0.01%
40
4212
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-700
4213
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-50
4214
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-500
4215
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-200
4216
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4217
$0 ﹤0.01%
1
4218
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2
4219
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10
-150
4220
$0 ﹤0.01%
+10
4221
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4222
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6
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4223
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+11
4224
$0 ﹤0.01%
10
4225
$0 ﹤0.01%
+10
167 168
169
170 171