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
3776
$1K ﹤0.01%
600
3777
$1K ﹤0.01%
20
3778
$1K ﹤0.01%
96
3779
$1K ﹤0.01%
53
3780
$1K ﹤0.01%
17
3781
$1K ﹤0.01%
1,100
3782
$1K ﹤0.01%
55
3783
$1K ﹤0.01%
43
-300
3784
$1K ﹤0.01%
104
3785
$1K ﹤0.01%
+41
3786
$1K ﹤0.01%
12
-69
3787
$1K ﹤0.01%
16
3788
$1K ﹤0.01%
218
3789
$1K ﹤0.01%
12
3790
$1K ﹤0.01%
118
-12
3791
$1K ﹤0.01%
30
3792
$1K ﹤0.01%
100
3793
$1K ﹤0.01%
100
3794
$1K ﹤0.01%
775
3795
$1K ﹤0.01%
85
+14
3796
$1K ﹤0.01%
1,000
3797
$1K ﹤0.01%
15
3798
$1K ﹤0.01%
360
3799
$1K ﹤0.01%
+156
3800
$1K ﹤0.01%
31
150 151
152
153 154