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
476
$850K 0.04%
24,086
+1,283
477
$847K 0.04%
12,356
+3,780
478
$845K 0.04%
2,204
+116
479
$843K 0.04%
19,336
+4,253
480
$843K 0.04%
84,568
-24,406
481
$833K 0.04%
62,247
+3,814
482
$832K 0.04%
17,303
-400
483
$831K 0.04%
19,774
+1,815
484
$830K 0.04%
26,444
-9,942
485
$828K 0.04%
33,814
+1,363
486
$824K 0.04%
29,383
+22,152
487
$822K 0.04%
32,435
+246
488
$817K 0.04%
90,338
-14,751
489
$817K 0.04%
24,032
-2,342
490
$817K 0.04%
15,136
-151
491
$811K 0.04%
16,267
-33,895
492
$805K 0.04%
7,626
493
$804K 0.04%
17,033
+1,151
494
$795K 0.03%
10,384
+2,512
495
$794K 0.03%
12,908
+292
496
$794K 0.03%
16,861
+5,555
497
$791K 0.03%
22,501
+17,761
498
$790K 0.03%
15,305
+14,689
499
$789K 0.03%
9,986
+423
500
$787K 0.03%
20,893
+2,883
18 19
20
21 22