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
4226
$0 ﹤0.01%
6
-4
4227
– –
-500
4228
$0 ﹤0.01%
226
-1,445
4229
– –
-200
4230
$0 ﹤0.01%
30
4231
– –
-500
4232
$0 ﹤0.01%
14
-14
4233
– –
-200
4234
– –
0
4235
$0 ﹤0.01%
12
4236
– –
-200
4237
$0 ﹤0.01%
18
4238
– –
-6,100
4239
$0 ﹤0.01%
2
4240
– –
-1
4241
$0 ﹤0.01%
+9
4242
– –
-950
4243
$0 ﹤0.01%
8
4244
– –
-1,150
4245
– –
-1
4246
– –
-460
4247
– –
0
4248
$0 ﹤0.01%
2
4249
– –
-2
4250
– –
-1,497
168 169
170
171 172