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
3076
$7K ﹤0.01%
447
+350
3077
$7K ﹤0.01%
300
-100
3078
$7K ﹤0.01%
195
3079
$7K ﹤0.01%
500
3080
$7K ﹤0.01%
264
+60
3081
$7K ﹤0.01%
453
-77
3082
$7K ﹤0.01%
345
3083
$7K ﹤0.01%
413
-340
3084
$7K ﹤0.01%
333
-667
3085
$7K ﹤0.01%
392
-1,240
3086
$7K ﹤0.01%
325
3087
$7K ﹤0.01%
2
3088
$7K ﹤0.01%
42
+22
3089
$7K ﹤0.01%
315
+2
3090
$7K ﹤0.01%
150
3091
$7K ﹤0.01%
723
3092
$7K ﹤0.01%
253
-300
3093
$7K ﹤0.01%
+3
3094
$7K ﹤0.01%
10
3095
$7K ﹤0.01%
60
-27
3096
$7K ﹤0.01%
126
-9
3097
$7K ﹤0.01%
500
3098
$7K ﹤0.01%
300
+100
3099
$7K ﹤0.01%
3,314
3100
$7K ﹤0.01%
284
+125
122 123
124
125 126