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
901
$302K 0.01%
12,263
-5,169
902
$301K 0.01%
5,267
+585
903
$300K 0.01%
6,389
-524
904
$300K 0.01%
3,062
-343
905
$297K 0.01%
14,808
+1,417
906
$296K 0.01%
24,735
-345
907
$296K 0.01%
7,675
-854
908
$295K 0.01%
7,368
-78
909
$294K 0.01%
29,978
-1,093
910
$294K 0.01%
33,793
-6,936
911
$293K 0.01%
5,638
-58
912
$293K 0.01%
3,634
+1,634
913
$292K 0.01%
8,763
-380
914
$290K 0.01%
35,266
+11,755
915
$290K 0.01%
13,653
916
$289K 0.01%
13,356
+119
917
$289K 0.01%
13,850
-2,500
918
$289K 0.01%
8,756
-32,421
919
$288K 0.01%
2,936
+407
920
$288K 0.01%
7,057
-2,379
921
$287K 0.01%
13,865
-2,076
922
$287K 0.01%
8,628
-71,759
923
$287K 0.01%
2,570
+2,051
924
$286K 0.01%
22,041
+209
925
$285K 0.01%
32,410
+12,669
35 36
37
38 39