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
3126
$7K ﹤0.01%
1,361
+565
3127
$7K ﹤0.01%
98
3128
$7K ﹤0.01%
235
3129
$7K ﹤0.01%
90
+40
3130
$7K ﹤0.01%
241
3131
$7K ﹤0.01%
139
3132
$7K ﹤0.01%
1,099
3133
$7K ﹤0.01%
126
3134
$7K ﹤0.01%
126
3135
$7K ﹤0.01%
118
3136
$7K ﹤0.01%
502
+4
3137
$7K ﹤0.01%
141
-10
3138
$7K ﹤0.01%
+428
3139
$7K ﹤0.01%
82
-55
3140
$7K ﹤0.01%
42
3141
$7K ﹤0.01%
439
3142
$7K ﹤0.01%
190
3143
$7K ﹤0.01%
173
+13
3144
$7K ﹤0.01%
1,600
3145
$7K ﹤0.01%
467
-8,255
3146
$7K ﹤0.01%
191
+12
3147
$7K ﹤0.01%
270
3148
$7K ﹤0.01%
400
3149
$7K ﹤0.01%
213
3150
$7K ﹤0.01%
35
124 125
126
127 128