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
2651
$15K ﹤0.01%
270
-30
2652
$15K ﹤0.01%
251
-76
2653
$15K ﹤0.01%
7,824
2654
$15K ﹤0.01%
228
2655
$15K ﹤0.01%
1,913
2656
$15K ﹤0.01%
886
2657
$15K ﹤0.01%
454
+300
2658
$15K ﹤0.01%
+300
2659
$15K ﹤0.01%
3,458
-46
2660
$15K ﹤0.01%
218
2661
$15K ﹤0.01%
1,308
2662
$15K ﹤0.01%
600
2663
$15K ﹤0.01%
+301
2664
$15K ﹤0.01%
200
-250
2665
$15K ﹤0.01%
605
2666
$15K ﹤0.01%
617
2667
$15K ﹤0.01%
178
-3
2668
$15K ﹤0.01%
289
+89
2669
$15K ﹤0.01%
550
-42
2670
$15K ﹤0.01%
938
-3
2671
$15K ﹤0.01%
1,065
2672
$15K ﹤0.01%
800
-800
2673
$14K ﹤0.01%
1,765
-180
2674
$14K ﹤0.01%
275
2675
$14K ﹤0.01%
3,053
-2,747
105 106
107
108 109