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
3226
$5K ﹤0.01%
196
-12
3227
$5K ﹤0.01%
120
+20
3228
$5K ﹤0.01%
78
-171
3229
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29
3230
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205
-1
3231
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181
3232
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140
3233
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136
+58
3234
$5K ﹤0.01%
40
+16
3235
$5K ﹤0.01%
234
3236
$5K ﹤0.01%
652
-15
3237
$5K ﹤0.01%
725
3238
$5K ﹤0.01%
123
3239
$5K ﹤0.01%
125
-150
3240
$5K ﹤0.01%
100
3241
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97
3242
$5K ﹤0.01%
81
3243
$5K ﹤0.01%
26
3244
$5K ﹤0.01%
144
+46
3245
$5K ﹤0.01%
228
3246
$5K ﹤0.01%
37
-5
3247
$5K ﹤0.01%
379
3248
$5K ﹤0.01%
166
-3
3249
$5K ﹤0.01%
300
3250
$5K ﹤0.01%
121
128 129
130
131 132