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
4326
$0 ﹤0.01%
17
4327
$0 ﹤0.01%
2
4328
$0 ﹤0.01%
4
4329
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4330
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2
4331
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14
4332
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4333
$0 ﹤0.01%
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4334
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+11
4335
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-4
4336
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4337
$0 ﹤0.01%
2
4338
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0
4339
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4
4340
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4341
– –
-28,402
4342
$0 ﹤0.01%
+9
4343
$0 ﹤0.01%
33
4344
– –
-950
4345
$0 ﹤0.01%
8
4346
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-1,150
4347
$0 ﹤0.01%
16
-974
4348
– –
-186
4349
– –
-1
4350
– –
-460
171 172 173
174
175