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
3476
$3K ﹤0.01%
164
+3
3477
$3K ﹤0.01%
65
3478
$3K ﹤0.01%
71
3479
$3K ﹤0.01%
122
3480
$3K ﹤0.01%
21
-105
3481
$3K ﹤0.01%
236
3482
$3K ﹤0.01%
100
3483
$3K ﹤0.01%
48
-19
3484
$3K ﹤0.01%
71
3485
$3K ﹤0.01%
35
+28
3486
$3K ﹤0.01%
150
3487
$3K ﹤0.01%
300
-500
3488
$3K ﹤0.01%
100
3489
$3K ﹤0.01%
+100
3490
$3K ﹤0.01%
38
3491
$3K ﹤0.01%
220
3492
$3K ﹤0.01%
219
3493
$3K ﹤0.01%
72
-8
3494
$3K ﹤0.01%
+220
3495
$3K ﹤0.01%
68
3496
$3K ﹤0.01%
240
3497
$3K ﹤0.01%
81
3498
$3K ﹤0.01%
58
3499
$3K ﹤0.01%
195
3500
$3K ﹤0.01%
+100
138 139
140
141 142