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
3301
$5K ﹤0.01%
275
3302
$5K ﹤0.01%
363
-49
3303
$5K ﹤0.01%
+1,000
3304
$5K ﹤0.01%
178
-28
3305
$5K ﹤0.01%
20
+11
3306
$5K ﹤0.01%
1,335
3307
$5K ﹤0.01%
100
-25
3308
$5K ﹤0.01%
+200
3309
$5K ﹤0.01%
39
3310
$5K ﹤0.01%
240
3311
$5K ﹤0.01%
171
+67
3312
$5K ﹤0.01%
124
3313
$5K ﹤0.01%
172
+28
3314
$5K ﹤0.01%
350
-1,000
3315
$5K ﹤0.01%
80
-2
3316
$5K ﹤0.01%
1,011
3317
$5K ﹤0.01%
275
+10
3318
$5K ﹤0.01%
400
3319
$5K ﹤0.01%
122
3320
$5K ﹤0.01%
132
-3
3321
$5K ﹤0.01%
84
-97
3322
$5K ﹤0.01%
608
+66
3323
$5K ﹤0.01%
158
+14
3324
$5K ﹤0.01%
163
-5
3325
$5K ﹤0.01%
327
131 132
133
134 135