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
2101
$37K ﹤0.01%
1,594
2102
$37K ﹤0.01%
4,429
+7
2103
$37K ﹤0.01%
713
+200
2104
$36K ﹤0.01%
750
-1
2105
$36K ﹤0.01%
+1,600
2106
$36K ﹤0.01%
91
+2
2107
$36K ﹤0.01%
2,666
-6
2108
$36K ﹤0.01%
400
2109
$36K ﹤0.01%
4,258
+81
2110
$36K ﹤0.01%
900
-2,290
2111
$36K ﹤0.01%
2,000
2112
$36K ﹤0.01%
1,739
+1,000
2113
$36K ﹤0.01%
1,099
+400
2114
$36K ﹤0.01%
10,000
2115
$36K ﹤0.01%
900
2116
$36K ﹤0.01%
403
-56
2117
$35K ﹤0.01%
6,022
+5,000
2118
$35K ﹤0.01%
357
-59
2119
$35K ﹤0.01%
1,124
2120
$35K ﹤0.01%
1,700
+1,496
2121
$35K ﹤0.01%
706
2122
$35K ﹤0.01%
1,236
-184
2123
$35K ﹤0.01%
15,423
2124
$35K ﹤0.01%
659
-359
2125
$35K ﹤0.01%
5,356
+1,068
83 84
85
86 87