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
4226
$0 ﹤0.01%
2
4227
$0 ﹤0.01%
28
4228
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4229
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4
4230
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-1,408
4231
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-86
4232
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4233
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4234
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9
4235
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5
4236
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-500
4237
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-150
4238
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5
-50
4239
$0 ﹤0.01%
30
-162
4240
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-30
4241
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-200
4242
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0
4243
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4244
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-123
4245
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-30
4246
$0 ﹤0.01%
5
4247
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-1
4248
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13
4249
– –
-545
4250
– –
0
168 169
170
171 172