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
2226
$30K ﹤0.01%
847
+5
2227
$30K ﹤0.01%
1,822
2228
$30K ﹤0.01%
2,000
-1,000
2229
$30K ﹤0.01%
571
+105
2230
$30K ﹤0.01%
1,387
-4
2231
$29K ﹤0.01%
618
2232
$29K ﹤0.01%
2,577
-211
2233
$29K ﹤0.01%
1,271
-852
2234
$29K ﹤0.01%
474
+33
2235
$29K ﹤0.01%
834
2236
$29K ﹤0.01%
2,180
2237
$29K ﹤0.01%
2,239
2238
$29K ﹤0.01%
1,001
+501
2239
$29K ﹤0.01%
406
-5
2240
$29K ﹤0.01%
14
-10
2241
$29K ﹤0.01%
950
+400
2242
$29K ﹤0.01%
3,125
2243
$29K ﹤0.01%
900
-8
2244
$29K ﹤0.01%
3,521
-3,721
2245
$29K ﹤0.01%
667
+640
2246
$29K ﹤0.01%
30
2247
$29K ﹤0.01%
2,087
+1,378
2248
$29K ﹤0.01%
390
-53
2249
$29K ﹤0.01%
2,483
2250
$29K ﹤0.01%
1,945
-44
88 89
90
91 92