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
3401
$4K ﹤0.01%
120
-75
3402
$4K ﹤0.01%
660
3403
$4K ﹤0.01%
97
3404
$4K ﹤0.01%
152
-110
3405
$4K ﹤0.01%
413
+178
3406
$4K ﹤0.01%
130
3407
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136
-175
3408
$4K ﹤0.01%
138
3409
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100
3410
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83
-137
3411
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375
3412
$4K ﹤0.01%
+200
3413
$4K ﹤0.01%
180
3414
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48
3415
$4K ﹤0.01%
+152
3416
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132
3417
$4K ﹤0.01%
+162
3418
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71
+7
3419
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900
3420
$4K ﹤0.01%
186
-53
3421
$4K ﹤0.01%
117
3422
$4K ﹤0.01%
318
+202
3423
$4K ﹤0.01%
161
+9
3424
$4K ﹤0.01%
68
-77
3425
$4K ﹤0.01%
388
135 136
137
138 139