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
3376
$4K ﹤0.01%
4
-4
3377
$4K ﹤0.01%
1,000
3378
$4K ﹤0.01%
150
3379
$4K ﹤0.01%
451
3380
$4K ﹤0.01%
+282
3381
$4K ﹤0.01%
600
3382
$4K ﹤0.01%
321
3383
$4K ﹤0.01%
113
3384
$4K ﹤0.01%
200
3385
$4K ﹤0.01%
+10,000
3386
$4K ﹤0.01%
1,500
3387
$4K ﹤0.01%
246
3388
$4K ﹤0.01%
68
3389
$4K ﹤0.01%
392
3390
$4K ﹤0.01%
65
3391
$4K ﹤0.01%
+300
3392
$4K ﹤0.01%
150
+50
3393
$4K ﹤0.01%
261
+4
3394
$4K ﹤0.01%
150
3395
$4K ﹤0.01%
80
-34
3396
$4K ﹤0.01%
51
3397
$4K ﹤0.01%
751
-120
3398
$4K ﹤0.01%
165
3399
$4K ﹤0.01%
24
3400
$4K ﹤0.01%
86
-6
134 135
136
137 138