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
3276
$5K ﹤0.01%
179
3277
$5K ﹤0.01%
162
+63
3278
$5K ﹤0.01%
100
3279
$5K ﹤0.01%
150
3280
$5K ﹤0.01%
200
+148
3281
$5K ﹤0.01%
6
3282
$5K ﹤0.01%
300
3283
$5K ﹤0.01%
567
-73
3284
$5K ﹤0.01%
300
3285
$5K ﹤0.01%
60
3286
$5K ﹤0.01%
300
3287
$5K ﹤0.01%
76
+7
3288
$5K ﹤0.01%
250
3289
$5K ﹤0.01%
500
3290
$5K ﹤0.01%
+200
3291
$5K ﹤0.01%
57
-120
3292
$5K ﹤0.01%
225
3293
$5K ﹤0.01%
375
3294
$5K ﹤0.01%
491
-19
3295
$5K ﹤0.01%
1,808
+35
3296
$5K ﹤0.01%
268
3297
$5K ﹤0.01%
3,899
3298
$5K ﹤0.01%
671
-10,155
3299
$5K ﹤0.01%
200
3300
$5K ﹤0.01%
500
130 131
132
133 134