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
3351
$4K ﹤0.01%
+100
3352
$4K ﹤0.01%
130
3353
$4K ﹤0.01%
78
3354
$4K ﹤0.01%
452
-3,444
3355
$4K ﹤0.01%
80
-18
3356
$4K ﹤0.01%
66
-9
3357
$4K ﹤0.01%
+400
3358
$4K ﹤0.01%
103
+9
3359
$4K ﹤0.01%
200
-700
3360
$4K ﹤0.01%
137
3361
$4K ﹤0.01%
200
3362
$4K ﹤0.01%
110
+5
3363
$4K ﹤0.01%
117
-120
3364
$4K ﹤0.01%
40
3365
$4K ﹤0.01%
32
+31
3366
$4K ﹤0.01%
200
3367
$4K ﹤0.01%
35
3368
$4K ﹤0.01%
78
+54
3369
$4K ﹤0.01%
59
3370
$4K ﹤0.01%
+155
3371
$4K ﹤0.01%
3,400
3372
$4K ﹤0.01%
145
+89
3373
$4K ﹤0.01%
153
3374
$4K ﹤0.01%
218
+9
3375
$4K ﹤0.01%
267
+18
133 134
135
136 137