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
3901
$1K ﹤0.01%
29
3902
$1K ﹤0.01%
28
3903
$1K ﹤0.01%
72
-400
3904
$1K ﹤0.01%
1,188
3905
$1K ﹤0.01%
43
+10
3906
$1K ﹤0.01%
831
3907
$1K ﹤0.01%
60
-137
3908
$1K ﹤0.01%
22
3909
$1K ﹤0.01%
24
-7
3910
$1K ﹤0.01%
10
+4
3911
$1K ﹤0.01%
37
3912
$1K ﹤0.01%
148
3913
$1K ﹤0.01%
85
3914
$1K ﹤0.01%
100
3915
$1K ﹤0.01%
+200
3916
$1K ﹤0.01%
18
-9
3917
$1K ﹤0.01%
+8,000
3918
– –
0
3919
$1K ﹤0.01%
200
3920
$1K ﹤0.01%
500
3921
$1K ﹤0.01%
40
3922
$1K ﹤0.01%
555
3923
$1K ﹤0.01%
25
-150
3924
$1K ﹤0.01%
20
3925
$1K ﹤0.01%
16
155 156
157
158 159