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
4301
$0 ﹤0.01%
+1
4302
$0 ﹤0.01%
158
+100
4303
$0 ﹤0.01%
21
4304
$0 ﹤0.01%
29
4305
– –
-1,032
4306
– –
-13
4307
– –
-20
4308
– –
-7
4309
– –
0
4310
$0 ﹤0.01%
100
4311
$0 ﹤0.01%
+17
4312
$0 ﹤0.01%
226
-1,445
4313
– –
-200
4314
$0 ﹤0.01%
30
4315
– –
-200
4316
$0 ﹤0.01%
18
4317
$0 ﹤0.01%
9
4318
$0 ﹤0.01%
26
4319
– –
0
4320
– –
0
4321
$0 ﹤0.01%
2
4322
– –
-6,100
4323
– –
-500
4324
$0 ﹤0.01%
3
4325
– –
-48
171 172
173
174 175