IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$6.86M
3
+$5.98M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.32M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.98M

Top Sells

1
+$5.59M
2
+$5.58M
3
+$4.01M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$18K ﹤0.01%
495
-443
2552
$18K ﹤0.01%
510
2553
$18K ﹤0.01%
1,187
2554
$18K ﹤0.01%
400
2555
$18K ﹤0.01%
900
2556
$18K ﹤0.01%
1,750
+50
2557
$18K ﹤0.01%
10,483
+550
2558
$18K ﹤0.01%
830
2559
$18K ﹤0.01%
4,450
2560
$18K ﹤0.01%
700
+200
2561
$18K ﹤0.01%
565
2562
$18K ﹤0.01%
495
2563
$18K ﹤0.01%
5,210
+2,050
2564
$17K ﹤0.01%
364
2565
$17K ﹤0.01%
559
2566
$17K ﹤0.01%
1,000
2567
$17K ﹤0.01%
390
+383
2568
$17K ﹤0.01%
536
2569
$17K ﹤0.01%
1,001
+153
2570
$17K ﹤0.01%
329
-743
2571
$17K ﹤0.01%
1,146
2572
$17K ﹤0.01%
960
2573
$17K ﹤0.01%
107
2574
$17K ﹤0.01%
500
-100
2575
$17K ﹤0.01%
+1,397
101 102
103
104 105