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
1351
$128K 0.01%
7,996
-814
1352
$128K 0.01%
4,143
-244
1353
$128K 0.01%
10,236
1354
$128K 0.01%
2,976
-179
1355
$127K 0.01%
11,329
+5,489
1356
$127K 0.01%
2,370
1357
$127K 0.01%
3,664
-44
1358
$127K 0.01%
4,773
+3,957
1359
$127K 0.01%
933
-16
1360
$126K 0.01%
3,548
-68
1361
$126K 0.01%
5,155
+1,053
1362
$126K 0.01%
8,217
1363
$125K 0.01%
1,000
1364
$125K 0.01%
2,951
-22
1365
$125K 0.01%
2,910
-475
1366
$125K 0.01%
4,558
+31
1367
$125K 0.01%
2,811
+10
1368
$125K 0.01%
3,892
+53
1369
$125K 0.01%
4,864
+1,166
1370
$124K 0.01%
1,609
+73
1371
$124K 0.01%
4,635
-585
1372
$124K 0.01%
4,453
-788
1373
$124K 0.01%
4,465
-600
1374
$124K 0.01%
4,877
+1,282
1375
$123K 0.01%
8,012
+612
53 54
55
56 57