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
4276
$0 ﹤0.01%
32
4277
– –
-1,574
4278
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-500
4279
$0 ﹤0.01%
+100
4280
$0 ﹤0.01%
2,065
+320
4281
$0 ﹤0.01%
3,163
4282
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-5,000
4283
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-1,074
4284
$0 ﹤0.01%
7
4285
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-4
4286
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4287
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28
4288
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-1,000
4289
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4290
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1
4291
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-4
4292
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4293
$0 ﹤0.01%
30
4294
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4295
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4296
$0 ﹤0.01%
1
-15
4297
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-740
4298
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13
-19
4299
– –
0
4300
– –
0
170 171
172
173 174