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
2776
$12K ﹤0.01%
198
+82
2777
$12K ﹤0.01%
330
2778
$12K ﹤0.01%
1,212
-1,000
2779
$12K ﹤0.01%
793
2780
$12K ﹤0.01%
500
2781
$12K ﹤0.01%
350
-1,000
2782
$12K ﹤0.01%
177
-142
2783
$12K ﹤0.01%
485
+8
2784
$12K ﹤0.01%
450
2785
$12K ﹤0.01%
274
-7
2786
$12K ﹤0.01%
295
2787
$12K ﹤0.01%
61
+11
2788
$12K ﹤0.01%
790
2789
$12K ﹤0.01%
286
+5
2790
$12K ﹤0.01%
500
2791
$12K ﹤0.01%
167
2792
$12K ﹤0.01%
222
2793
$12K ﹤0.01%
135
2794
$12K ﹤0.01%
486
+33
2795
$12K ﹤0.01%
514
-383
2796
$12K ﹤0.01%
312
-17
2797
$12K ﹤0.01%
250
-750
2798
$12K ﹤0.01%
9,700
2799
$12K ﹤0.01%
164
-143
2800
$12K ﹤0.01%
10,000
110 111
112
113 114