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
3101
$7K ﹤0.01%
125
-5
3102
$7K ﹤0.01%
178
3103
$7K ﹤0.01%
3,939
+2
3104
$7K ﹤0.01%
+246
3105
$7K ﹤0.01%
525
-130
3106
$7K ﹤0.01%
207
+50
3107
$7K ﹤0.01%
311
+11
3108
$7K ﹤0.01%
12,943
3109
$7K ﹤0.01%
122
3110
$7K ﹤0.01%
57
-33
3111
$7K ﹤0.01%
2,417
3112
$7K ﹤0.01%
148
3113
$7K ﹤0.01%
641
3114
$7K ﹤0.01%
115
3115
$7K ﹤0.01%
132
3116
$7K ﹤0.01%
6
3117
$7K ﹤0.01%
437
3118
$7K ﹤0.01%
250
3119
$7K ﹤0.01%
+1,000
3120
$7K ﹤0.01%
137
3121
$7K ﹤0.01%
1,800
+400
3122
$7K ﹤0.01%
2,720
3123
$7K ﹤0.01%
126
-999
3124
$7K ﹤0.01%
150
3125
$7K ﹤0.01%
416
-40
123 124
125
126 127