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
3976
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-5,128
3977
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-788
3978
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-56
3979
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-296
3980
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-65,818
3981
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-1,102
3982
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-12,918
3983
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0
3984
$0 ﹤0.01%
1
3985
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-325
3986
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0
3987
$0 ﹤0.01%
32
3988
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-1,574
3989
– –
-500
3990
$0 ﹤0.01%
+100
3991
$0 ﹤0.01%
39
3992
$0 ﹤0.01%
100
3993
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-253
3994
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0
3995
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-500
3996
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0
3997
– –
-9
3998
$0 ﹤0.01%
2
3999
$0 ﹤0.01%
30
4000
– –
-5,009
158 159
160
161 162