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
3326
$5K ﹤0.01%
195
3327
$5K ﹤0.01%
203
-2,033
3328
$5K ﹤0.01%
113
3329
$5K ﹤0.01%
600
3330
$5K ﹤0.01%
200
3331
$5K ﹤0.01%
650
3332
$5K ﹤0.01%
+1,000
3333
$5K ﹤0.01%
+114
3334
$5K ﹤0.01%
146
-1,102
3335
$5K ﹤0.01%
590
3336
$5K ﹤0.01%
254
-54
3337
$5K ﹤0.01%
2,436
+631
3338
$5K ﹤0.01%
155
3339
$5K ﹤0.01%
153
3340
$5K ﹤0.01%
53,075
-23,221
3341
$5K ﹤0.01%
229
3342
– –
0
3343
$5K ﹤0.01%
283
3344
$4K ﹤0.01%
+615
3345
$4K ﹤0.01%
300
3346
$4K ﹤0.01%
225
+10
3347
$4K ﹤0.01%
4
3348
$4K ﹤0.01%
143
3349
$4K ﹤0.01%
100
+50
3350
$4K ﹤0.01%
625
132 133
134
135 136