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
2901
$10K ﹤0.01%
700
2902
$10K ﹤0.01%
465
-1,100
2903
$10K ﹤0.01%
800
2904
$10K ﹤0.01%
300
-252
2905
$10K ﹤0.01%
257
2906
$10K ﹤0.01%
286
-17
2907
$10K ﹤0.01%
103
-114
2908
$10K ﹤0.01%
465
+16
2909
$10K ﹤0.01%
1,000
2910
$10K ﹤0.01%
250
2911
$10K ﹤0.01%
750
2912
$10K ﹤0.01%
500
2913
$10K ﹤0.01%
745
+125
2914
$10K ﹤0.01%
+215
2915
$10K ﹤0.01%
807
-2,400
2916
$10K ﹤0.01%
2,594
+275
2917
$10K ﹤0.01%
400
2918
$10K ﹤0.01%
134
-107
2919
$10K ﹤0.01%
129
+21
2920
$10K ﹤0.01%
412
2921
$10K ﹤0.01%
231
-8
2922
$10K ﹤0.01%
139
-50
2923
$10K ﹤0.01%
1,200
2924
$10K ﹤0.01%
150
+34
2925
$10K ﹤0.01%
479
-1,106
115 116
117
118 119