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
4176
– –
-592
4177
– –
-625
4178
– –
-1,250
4179
$0 ﹤0.01%
1
4180
– –
-4,000
4181
– –
-4,018
4182
– –
-9
4183
– –
-74
4184
$0 ﹤0.01%
1
4185
$0 ﹤0.01%
26
4186
– –
0
4187
$0 ﹤0.01%
157
4188
$0 ﹤0.01%
63
4189
$0 ﹤0.01%
19
4190
$0 ﹤0.01%
26
4191
$0 ﹤0.01%
+50
4192
– –
-7
4193
– –
-1,000
4194
$0 ﹤0.01%
2
4195
– –
-325
4196
– –
-5
4197
$0 ﹤0.01%
53
4198
– –
0
4199
$0 ﹤0.01%
12
4200
$0 ﹤0.01%
25
-500
166 167
168
169 170