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
2526
$19K ﹤0.01%
825
+25
2527
$19K ﹤0.01%
2,000
2528
$19K ﹤0.01%
686
2529
$18K ﹤0.01%
1,190
-575
2530
$18K ﹤0.01%
600
2531
$18K ﹤0.01%
3,575
-1,425
2532
$18K ﹤0.01%
345
+45
2533
$18K ﹤0.01%
1,450
+131
2534
$18K ﹤0.01%
775
2535
$18K ﹤0.01%
127
-31
2536
$18K ﹤0.01%
900
2537
$18K ﹤0.01%
438
2538
$18K ﹤0.01%
3,922
2539
$18K ﹤0.01%
870
-180
2540
$18K ﹤0.01%
1,018
2541
$18K ﹤0.01%
829
2542
$18K ﹤0.01%
265
+75
2543
$18K ﹤0.01%
2,320
+966
2544
$18K ﹤0.01%
+2,000
2545
$18K ﹤0.01%
1,043
2546
$18K ﹤0.01%
357
2547
$18K ﹤0.01%
1,217
+717
2548
$18K ﹤0.01%
518
+5
2549
$18K ﹤0.01%
1,100
2550
$18K ﹤0.01%
746
+46
100 101
102
103 104