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
776
$401K 0.02%
4,628
+117
777
$400K 0.02%
31,573
+11,408
778
$398K 0.02%
6,331
779
$397K 0.02%
7,024
-156
780
$397K 0.02%
20,164
+3,204
781
$396K 0.02%
26,443
-7,676
782
$396K 0.02%
9,250
783
$395K 0.02%
78,715
-3,000
784
$394K 0.02%
10,937
+330
785
$392K 0.02%
36,968
-23,200
786
$392K 0.02%
2,952
+340
787
$391K 0.02%
11,373
+2,383
788
$391K 0.02%
4,736
+1
789
$391K 0.02%
3,295
+310
790
$391K 0.02%
11,280
-394
791
$391K 0.02%
9,114
+6,437
792
$391K 0.02%
12,170
-1,379
793
$387K 0.02%
35,507
-415
794
$387K 0.02%
30,076
+12,944
795
$387K 0.02%
6,497
+430
796
$386K 0.02%
4,746
+1,053
797
$382K 0.02%
7,517
+704
798
$381K 0.02%
10,350
-5,316
799
$381K 0.02%
10,597
+480
800
$380K 0.02%
15,860
+15,050
30 31
32
33 34