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
3501
$3K ﹤0.01%
135
3502
$3K ﹤0.01%
5,000
3503
$3K ﹤0.01%
137
+87
3504
$3K ﹤0.01%
119
+29
3505
$3K ﹤0.01%
2,500
3506
$3K ﹤0.01%
140
-138
3507
$3K ﹤0.01%
+70
3508
$3K ﹤0.01%
50
3509
$3K ﹤0.01%
153
3510
$3K ﹤0.01%
+50
3511
$3K ﹤0.01%
83
3512
$3K ﹤0.01%
164
3513
$3K ﹤0.01%
36
-1
3514
$3K ﹤0.01%
233
3515
$3K ﹤0.01%
147
-39
3516
$3K ﹤0.01%
64
3517
$3K ﹤0.01%
189
3518
$3K ﹤0.01%
350
3519
$3K ﹤0.01%
185
3520
$3K ﹤0.01%
625
+375
3521
$3K ﹤0.01%
100
3522
$3K ﹤0.01%
100
3523
$3K ﹤0.01%
10
+3
3524
$3K ﹤0.01%
56
-20
3525
$3K ﹤0.01%
100
139 140
141
142 143