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
3926
– –
-11
3927
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-753
3928
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-97,683
3929
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-663
3930
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-1
3931
$0 ﹤0.01%
76
3932
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-92
3933
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-1,839
3934
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-108
3935
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-62
3936
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-2,500
3937
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-200
3938
$0 ﹤0.01%
6
3939
$0 ﹤0.01%
116
-1
3940
$0 ﹤0.01%
10
3941
– –
-475
3942
$0 ﹤0.01%
1,000
3943
$0 ﹤0.01%
2,000
3944
– –
-3
3945
$0 ﹤0.01%
9
3946
$0 ﹤0.01%
9
3947
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-27,000
3948
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0
3949
– –
-10
3950
– –
0
156 157
158
159 160