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
4251
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4252
$0 ﹤0.01%
5
-50
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$0 ﹤0.01%
158
+100
4254
$0 ﹤0.01%
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4255
$0 ﹤0.01%
29
4256
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-1,032
4257
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30
-162
4258
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-30
4259
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4260
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0
4261
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4262
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4263
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-20
4264
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-7
4265
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$0 ﹤0.01%
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4267
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+17
4268
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226
-1,445
4269
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4270
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30
4271
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4272
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4273
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4274
$0 ﹤0.01%
26
4275
– –
0
169 170
171
172 173