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
3526
$3K ﹤0.01%
77
3527
$3K ﹤0.01%
100
3528
$3K ﹤0.01%
374
3529
$3K ﹤0.01%
50
3530
$3K ﹤0.01%
108
-27
3531
$3K ﹤0.01%
36
3532
$3K ﹤0.01%
90
+11
3533
$3K ﹤0.01%
261
3534
$3K ﹤0.01%
325
+182
3535
$3K ﹤0.01%
+56
3536
$3K ﹤0.01%
48
3537
$3K ﹤0.01%
85
+29
3538
$3K ﹤0.01%
631
+531
3539
$3K ﹤0.01%
12
3540
$3K ﹤0.01%
22
3541
$3K ﹤0.01%
138
3542
$3K ﹤0.01%
200
-8
3543
$3K ﹤0.01%
124
-30
3544
$3K ﹤0.01%
1,171
3545
$3K ﹤0.01%
117
3546
$3K ﹤0.01%
88
+69
3547
$3K ﹤0.01%
179
3548
$3K ﹤0.01%
89
3549
$3K ﹤0.01%
1,500
3550
$3K ﹤0.01%
105
140 141
142
143 144