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
826
$361K 0.02%
15,782
-2,134
827
$360K 0.02%
3,026
+2,099
828
$360K 0.02%
10,789
-395
829
$359K 0.02%
3,760
+1,507
830
$359K 0.02%
3,706
+105
831
$357K 0.02%
8,572
+1,432
832
$356K 0.02%
43,073
-6,747
833
$356K 0.02%
7,855
-218
834
$355K 0.02%
4,122
-576
835
$355K 0.02%
577
+27
836
$354K 0.02%
4,285
+1,391
837
$354K 0.02%
6,444
+44
838
$353K 0.02%
11,335
+2,491
839
$353K 0.02%
68,182
-16,560
840
$353K 0.02%
1,419
-22
841
$352K 0.02%
2,132
-109
842
$351K 0.02%
26,663
+11,347
843
$348K 0.02%
3,300
-632
844
$348K 0.02%
2,927
+635
845
$346K 0.02%
10,307
+198
846
$346K 0.02%
46,377
847
$345K 0.02%
12,351
-1,724
848
$345K 0.02%
7,587
-1,149
849
$344K 0.02%
12,804
-15,479
850
$344K 0.02%
9,650
+427
32 33
34
35 36