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
4276
– –
0
4277
$0 ﹤0.01%
2
4278
– –
-6,100
4279
– –
-500
4280
$0 ﹤0.01%
3
4281
– –
-48
4282
$0 ﹤0.01%
17
4283
$0 ﹤0.01%
2
4284
$0 ﹤0.01%
4
4285
– –
-141
4286
– –
-123
4287
– –
-30
4288
$0 ﹤0.01%
5
4289
– –
-1
4290
$0 ﹤0.01%
13
4291
$0 ﹤0.01%
4
4292
– –
-542
4293
– –
-28,402
4294
$0 ﹤0.01%
+9
4295
$0 ﹤0.01%
33
4296
– –
-950
4297
$0 ﹤0.01%
8
4298
– –
-1,150
4299
$0 ﹤0.01%
16
-974
4300
$0 ﹤0.01%
13
170 171
172
173 174