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
3676
$2K ﹤0.01%
239
-395
3677
$2K ﹤0.01%
49
3678
$2K ﹤0.01%
96
3679
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99
3680
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350
3681
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88
-305
3682
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200
3683
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108
3684
$2K ﹤0.01%
87
-1,254
3685
$2K ﹤0.01%
230
3686
$2K ﹤0.01%
169
3687
$2K ﹤0.01%
+42
3688
$2K ﹤0.01%
+82
3689
$2K ﹤0.01%
10
3690
$2K ﹤0.01%
102
3691
$2K ﹤0.01%
162
3692
$2K ﹤0.01%
628
3693
$2K ﹤0.01%
400
-475
3694
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85
3695
$2K ﹤0.01%
97
+92
3696
$2K ﹤0.01%
77
3697
$2K ﹤0.01%
158
3698
$2K ﹤0.01%
74
3699
$2K ﹤0.01%
254
3700
$2K ﹤0.01%
+18
146 147
148
149 150