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
3426
$4K ﹤0.01%
100
3427
$4K ﹤0.01%
100
3428
$4K ﹤0.01%
202
3429
$4K ﹤0.01%
318
+313
3430
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30
-3
3431
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284
-6
3432
$4K ﹤0.01%
1,000
3433
$4K ﹤0.01%
108
3434
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145
3435
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118
3436
$4K ﹤0.01%
301
+200
3437
$4K ﹤0.01%
63
3438
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277
-600
3439
$4K ﹤0.01%
93
3440
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27
3441
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3442
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111
3443
$4K ﹤0.01%
50
3444
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+200
3445
$4K ﹤0.01%
500
3446
$4K ﹤0.01%
84
3447
$4K ﹤0.01%
195
+11
3448
$4K ﹤0.01%
132
3449
$4K ﹤0.01%
110
3450
$3K ﹤0.01%
133
-172
136 137
138
139 140