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
4001
– –
-200
4002
$0 ﹤0.01%
49
4003
– –
-646
4004
– –
0
4005
– –
-10
4006
$0 ﹤0.01%
5
4007
– –
0
4008
$0 ﹤0.01%
10
4009
– –
-9,402
4010
– –
-5,940
4011
– –
-162
4012
$0 ﹤0.01%
+95
4013
$0 ﹤0.01%
14
4014
$0 ﹤0.01%
26
4015
$0 ﹤0.01%
110
4016
– –
-50
4017
– –
-441
4018
$0 ﹤0.01%
5
-691
4019
$0 ﹤0.01%
230
4020
$0 ﹤0.01%
41
4021
$0 ﹤0.01%
17
4022
$0 ﹤0.01%
262
4023
$0 ﹤0.01%
2,065
+320
4024
$0 ﹤0.01%
3,163
4025
– –
-5,000
159 160
161
162 163