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
3626
$2K ﹤0.01%
294
3627
$2K ﹤0.01%
+38
3628
$2K ﹤0.01%
50
-3
3629
$2K ﹤0.01%
95
3630
$2K ﹤0.01%
100
-14,769
3631
$2K ﹤0.01%
188
3632
$2K ﹤0.01%
19
+10
3633
$2K ﹤0.01%
62
-185
3634
$2K ﹤0.01%
110
3635
$2K ﹤0.01%
85
+38
3636
$2K ﹤0.01%
261
+89
3637
$2K ﹤0.01%
225
3638
$2K ﹤0.01%
580
3639
$2K ﹤0.01%
70
-240
3640
$2K ﹤0.01%
+126
3641
$2K ﹤0.01%
64
-157
3642
$2K ﹤0.01%
100
3643
$2K ﹤0.01%
100
-4,075
3644
$2K ﹤0.01%
57
3645
$2K ﹤0.01%
125
3646
$2K ﹤0.01%
+72
3647
$2K ﹤0.01%
+100
3648
$2K ﹤0.01%
72
3649
$2K ﹤0.01%
31
-4
3650
$2K ﹤0.01%
160
-1,500
144 145
146
147 148