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
3551
$3K ﹤0.01%
124
-55
3552
$3K ﹤0.01%
84
-185
3553
$3K ﹤0.01%
630
3554
$3K ﹤0.01%
148
-67
3555
$3K ﹤0.01%
200
3556
$3K ﹤0.01%
600
3557
$3K ﹤0.01%
200
3558
$3K ﹤0.01%
532
3559
$3K ﹤0.01%
250
+150
3560
$3K ﹤0.01%
210
3561
$3K ﹤0.01%
63
3562
$3K ﹤0.01%
747
3563
$3K ﹤0.01%
3,300
3564
$3K ﹤0.01%
33
3565
$3K ﹤0.01%
210
3566
$3K ﹤0.01%
92
3567
$3K ﹤0.01%
301
+268
3568
$3K ﹤0.01%
42
3569
$3K ﹤0.01%
233
-215
3570
$3K ﹤0.01%
128
-1
3571
$3K ﹤0.01%
48
+2
3572
$3K ﹤0.01%
6
3573
$3K ﹤0.01%
67
3574
$3K ﹤0.01%
82
-1,250
3575
$3K ﹤0.01%
95
141 142
143
144 145