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
4326
– –
0
4327
$0 ﹤0.01%
+1
4328
$0 ﹤0.01%
2
4329
$0 ﹤0.01%
28
4330
– –
0
4331
$0 ﹤0.01%
4
4332
– –
-1,408
4333
– –
-86
4334
– –
-3
4335
$0 ﹤0.01%
9
4336
$0 ﹤0.01%
9
4337
$0 ﹤0.01%
5
4338
$0 ﹤0.01%
13
-500
4339
– –
-150
4340
$0 ﹤0.01%
5
-50
4341
$0 ﹤0.01%
158
+100
4342
$0 ﹤0.01%
21
4343
$0 ﹤0.01%
29
4344
– –
-1,032
4345
$0 ﹤0.01%
30
-162
4346
– –
-30
4347
– –
-13
4348
– –
-20
4349
– –
-7
4350
– –
0
171 172 173
174
175