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
2676
$14K ﹤0.01%
12
-3
2677
$14K ﹤0.01%
121
2678
$14K ﹤0.01%
568
2679
$14K ﹤0.01%
286
2680
$14K ﹤0.01%
525
2681
$14K ﹤0.01%
4,250
-500
2682
$14K ﹤0.01%
435
-34
2683
$14K ﹤0.01%
1,858
+15
2684
$14K ﹤0.01%
604
-537
2685
$14K ﹤0.01%
399
-204
2686
$14K ﹤0.01%
6,000
2687
$14K ﹤0.01%
1,000
2688
$14K ﹤0.01%
526
-18
2689
$14K ﹤0.01%
657
2690
$14K ﹤0.01%
+1,600
2691
$14K ﹤0.01%
474
+144
2692
$14K ﹤0.01%
+2,000
2693
$14K ﹤0.01%
330
2694
$14K ﹤0.01%
+3,920
2695
$14K ﹤0.01%
210
-29
2696
$14K ﹤0.01%
137
-12
2697
$14K ﹤0.01%
1,000
2698
$14K ﹤0.01%
760
+630
2699
$14K ﹤0.01%
2
2700
$14K ﹤0.01%
283
106 107
108
109 110