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
4226
$0 ﹤0.01%
7
4227
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-4
4228
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4229
$0 ﹤0.01%
28
4230
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-1,000
4231
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4232
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4233
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-4
4234
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-305
4235
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4236
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-2
4237
$0 ﹤0.01%
1
-15
4238
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-740
4239
$0 ﹤0.01%
13
-19
4240
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0
4241
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4242
$0 ﹤0.01%
+1
4243
$0 ﹤0.01%
2
4244
$0 ﹤0.01%
28
4245
– –
0
4246
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4
4247
– –
-1,408
4248
– –
-86
4249
$0 ﹤0.01%
5
4250
$0 ﹤0.01%
13
-500
168 169
170
171 172