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
3651
$2K ﹤0.01%
88
3652
$2K ﹤0.01%
36
3653
$2K ﹤0.01%
200
3654
$2K ﹤0.01%
275
3655
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230
3656
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100
3657
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13
3658
$2K ﹤0.01%
+100
3659
$2K ﹤0.01%
141
3660
$2K ﹤0.01%
99
3661
$2K ﹤0.01%
94
-128
3662
$2K ﹤0.01%
+64
3663
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38
3664
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29
-20
3665
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113
-86
3666
$2K ﹤0.01%
109
-264
3667
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81
3668
$2K ﹤0.01%
1,500
3669
$2K ﹤0.01%
70
3670
$2K ﹤0.01%
23
3671
$2K ﹤0.01%
200
3672
$2K ﹤0.01%
266
3673
$2K ﹤0.01%
600
3674
$2K ﹤0.01%
49
3675
$2K ﹤0.01%
100
145 146
147
148 149