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
2001
$43K ﹤0.01%
478
-101
2002
$43K ﹤0.01%
2,233
-1,548
2003
$43K ﹤0.01%
734
-1,075
2004
$43K ﹤0.01%
1,008
2005
$43K ﹤0.01%
1,942
-3
2006
$43K ﹤0.01%
1,000
2007
$43K ﹤0.01%
562
+414
2008
$43K ﹤0.01%
2,465
+250
2009
$43K ﹤0.01%
306
+150
2010
$42K ﹤0.01%
392
-24
2011
$42K ﹤0.01%
1,744
2012
$42K ﹤0.01%
765
2013
$42K ﹤0.01%
+862
2014
$42K ﹤0.01%
2,936
2015
$42K ﹤0.01%
4,924
-1,153
2016
$42K ﹤0.01%
3,727
+311
2017
$42K ﹤0.01%
463
2018
$42K ﹤0.01%
509
-110
2019
$42K ﹤0.01%
3,390
+20
2020
$42K ﹤0.01%
9,267
+680
2021
$42K ﹤0.01%
+770
2022
$42K ﹤0.01%
1,120
-319
2023
$42K ﹤0.01%
736
-1,006
2024
$41K ﹤0.01%
1,022
-16
2025
$41K ﹤0.01%
1,796
79 80
81
82 83