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
4201
$0 ﹤0.01%
12
4202
– –
-1,740
4203
– –
-265
4204
$0 ﹤0.01%
50
4205
$0 ﹤0.01%
1,800
4206
$0 ﹤0.01%
36
4207
$0 ﹤0.01%
9
4208
$0 ﹤0.01%
2
4209
$0 ﹤0.01%
30
4210
$0 ﹤0.01%
10
4211
– –
-775
4212
$0 ﹤0.01%
300
-200
4213
$0 ﹤0.01%
+10
4214
$0 ﹤0.01%
85
4215
$0 ﹤0.01%
49
4216
– –
-63
4217
– –
-4
4218
– –
-74
4219
– –
-177
4220
– –
-2,611
4221
– –
-558
4222
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-7
4223
– –
-61
4224
– –
-1,575
4225
– –
-200
167 168
169
170 171