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
3601
$2K ﹤0.01%
59
+55
3602
$2K ﹤0.01%
101
+21
3603
$2K ﹤0.01%
504
3604
$2K ﹤0.01%
600
3605
$2K ﹤0.01%
150
-41
3606
$2K ﹤0.01%
57
3607
$2K ﹤0.01%
64
-128
3608
$2K ﹤0.01%
1,000
3609
$2K ﹤0.01%
100
3610
$2K ﹤0.01%
+60
3611
$2K ﹤0.01%
44
3612
$2K ﹤0.01%
85
-86
3613
$2K ﹤0.01%
97
+48
3614
$2K ﹤0.01%
+254
3615
$2K ﹤0.01%
44
+15
3616
$2K ﹤0.01%
6
+1
3617
$2K ﹤0.01%
59
-124
3618
$2K ﹤0.01%
255
+2
3619
$2K ﹤0.01%
500
3620
$2K ﹤0.01%
51
3621
$2K ﹤0.01%
112
-3,060
3622
$2K ﹤0.01%
160
3623
$2K ﹤0.01%
46
3624
$2K ﹤0.01%
76
-200
3625
$2K ﹤0.01%
400
143 144
145
146 147