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
3576
$3K ﹤0.01%
112
-168
3577
$2K ﹤0.01%
114
3578
$2K ﹤0.01%
135
+25
3579
$2K ﹤0.01%
334
3580
$2K ﹤0.01%
54
-220
3581
$2K ﹤0.01%
25
-99
3582
$2K ﹤0.01%
50
3583
$2K ﹤0.01%
361
3584
$2K ﹤0.01%
427
3585
$2K ﹤0.01%
6,550
3586
$2K ﹤0.01%
+50
3587
$2K ﹤0.01%
18
3588
$2K ﹤0.01%
124
3589
$2K ﹤0.01%
180
3590
$2K ﹤0.01%
1,600
3591
$2K ﹤0.01%
29
3592
$2K ﹤0.01%
8
3593
$2K ﹤0.01%
52
-405
3594
$2K ﹤0.01%
1,380
3595
$2K ﹤0.01%
100
3596
$2K ﹤0.01%
10
3597
$2K ﹤0.01%
68
3598
$2K ﹤0.01%
7
3599
– –
0
3600
$2K ﹤0.01%
98
142 143
144
145 146