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
4051
– –
-1,101
4052
– –
0
4053
$0 ﹤0.01%
2
4054
$0 ﹤0.01%
14
4055
– –
-1,060
4056
$0 ﹤0.01%
11
4057
$0 ﹤0.01%
+11
4058
– –
-4
4059
– –
-3,337
4060
$0 ﹤0.01%
2
4061
– –
0
4062
– –
-186
4063
– –
-1
4064
– –
-460
4065
– –
-175
4066
– –
-680
4067
– –
0
4068
$0 ﹤0.01%
+6
4069
– –
-8
4070
– –
-545
4071
– –
0
4072
– –
-95
4073
– –
0
4074
$0 ﹤0.01%
+14
4075
– –
-27
161 162
163
164 165