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
2951
$9K ﹤0.01%
2,564
+1,411
2952
$9K ﹤0.01%
+211
2953
$9K ﹤0.01%
175
2954
$9K ﹤0.01%
2,072
2955
$9K ﹤0.01%
252
+220
2956
$9K ﹤0.01%
307
-63
2957
$9K ﹤0.01%
212
+38
2958
$9K ﹤0.01%
+1,020
2959
$9K ﹤0.01%
1,140
2960
$9K ﹤0.01%
6,625
-5,500
2961
$9K ﹤0.01%
4,483
2962
$9K ﹤0.01%
825
2963
$9K ﹤0.01%
342
-152
2964
$9K ﹤0.01%
400
-100
2965
$9K ﹤0.01%
1,677
-1,364
2966
$9K ﹤0.01%
331
2967
$9K ﹤0.01%
346
2968
$9K ﹤0.01%
191
-165
2969
$9K ﹤0.01%
119
2970
$9K ﹤0.01%
550
2971
$9K ﹤0.01%
477
2972
$9K ﹤0.01%
432
-937
2973
$9K ﹤0.01%
5,184
+2,684
2974
$9K ﹤0.01%
109
-150
2975
$9K ﹤0.01%
1,000
117 118
119
120 121