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
2826
$11K ﹤0.01%
+512
2827
$11K ﹤0.01%
8
2828
$11K ﹤0.01%
7,000
2829
$11K ﹤0.01%
1,026
-300
2830
$11K ﹤0.01%
813
+14
2831
$11K ﹤0.01%
233
-9
2832
$11K ﹤0.01%
4,830
2833
$11K ﹤0.01%
664
+15
2834
$11K ﹤0.01%
732
+6
2835
$11K ﹤0.01%
+352
2836
$11K ﹤0.01%
1,910
+1,660
2837
$11K ﹤0.01%
757
2838
$11K ﹤0.01%
290
2839
$11K ﹤0.01%
300
2840
$11K ﹤0.01%
78
2841
$11K ﹤0.01%
102
2842
$11K ﹤0.01%
303
2843
$11K ﹤0.01%
322
+300
2844
$11K ﹤0.01%
538
+47
2845
$11K ﹤0.01%
1,000
2846
$11K ﹤0.01%
540
-3,360
2847
$11K ﹤0.01%
323
2848
$11K ﹤0.01%
2,850
-4,700
2849
$11K ﹤0.01%
18
2850
$11K ﹤0.01%
400
112 113
114
115 116