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
1976
$45K ﹤0.01%
504
1977
$45K ﹤0.01%
351
+160
1978
$45K ﹤0.01%
2,000
1979
$45K ﹤0.01%
2,010
-85
1980
$45K ﹤0.01%
4,945
-1,025
1981
$45K ﹤0.01%
8,322
-652
1982
$45K ﹤0.01%
+6,700
1983
$45K ﹤0.01%
352
-38
1984
$44K ﹤0.01%
618
+69
1985
$44K ﹤0.01%
1,815
-35
1986
$44K ﹤0.01%
1,847
-5,740
1987
$44K ﹤0.01%
500
1988
$44K ﹤0.01%
2,185
-450
1989
$44K ﹤0.01%
947
-65
1990
$44K ﹤0.01%
997
+832
1991
$44K ﹤0.01%
+3,500
1992
$44K ﹤0.01%
825
-350
1993
$44K ﹤0.01%
813
-306
1994
$43K ﹤0.01%
+1,500
1995
$43K ﹤0.01%
1,189
-24
1996
$43K ﹤0.01%
3,600
1997
$43K ﹤0.01%
460
-9
1998
$43K ﹤0.01%
3,370
1999
$43K ﹤0.01%
3,087
+382
2000
$43K ﹤0.01%
1,790
-620
78 79
80
81 82