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
4026
– –
-1,074
4027
– –
-1,351
4028
– –
-66
4029
– –
-3,000
4030
– –
-6,930
4031
– –
-3,276
4032
– –
-300
4033
$0 ﹤0.01%
2
-8
4034
$0 ﹤0.01%
21
-1,547
4035
$0 ﹤0.01%
1
-329
4036
– –
-4
4037
$0 ﹤0.01%
19
4038
$0 ﹤0.01%
12
4039
$0 ﹤0.01%
900
4040
$0 ﹤0.01%
139
4041
– –
-500
4042
– –
-3
4043
– –
-4,114
4044
$0 ﹤0.01%
11
4045
$0 ﹤0.01%
30
4046
$0 ﹤0.01%
40
4047
– –
-700
4048
– –
-50
4049
– –
-2,250
4050
$0 ﹤0.01%
9
160 161
162
163 164