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
2801
$12K ﹤0.01%
489
+50
2802
$12K ﹤0.01%
1,762
+1,400
2803
$12K ﹤0.01%
415
2804
$12K ﹤0.01%
253
2805
$12K ﹤0.01%
1,361
2806
$12K ﹤0.01%
889
+7
2807
$12K ﹤0.01%
1,000
2808
$12K ﹤0.01%
1,062
+7
2809
$12K ﹤0.01%
2,650
-1,804
2810
$12K ﹤0.01%
405
-441
2811
$12K ﹤0.01%
1,000
2812
$12K ﹤0.01%
215
2813
$12K ﹤0.01%
1,223
+8
2814
$12K ﹤0.01%
487
2815
$12K ﹤0.01%
+1,000
2816
$11K ﹤0.01%
250
-525
2817
$11K ﹤0.01%
158
2818
$11K ﹤0.01%
500
2819
$11K ﹤0.01%
286
-11
2820
$11K ﹤0.01%
680
+678
2821
$11K ﹤0.01%
818
-52
2822
$11K ﹤0.01%
280
2823
$11K ﹤0.01%
159
-800
2824
$11K ﹤0.01%
4,000
2825
$11K ﹤0.01%
317
111 112
113
114 115