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
3701
$2K ﹤0.01%
100
3702
$2K ﹤0.01%
76
-335
3703
$2K ﹤0.01%
258
3704
$2K ﹤0.01%
100
3705
$2K ﹤0.01%
138
3706
$2K ﹤0.01%
54
3707
$2K ﹤0.01%
65
+7
3708
$2K ﹤0.01%
231
3709
$2K ﹤0.01%
80
3710
$2K ﹤0.01%
+76
3711
$2K ﹤0.01%
137
-1
3712
$2K ﹤0.01%
115
+15
3713
$2K ﹤0.01%
100
-301
3714
$2K ﹤0.01%
1,300
3715
$2K ﹤0.01%
49
3716
$2K ﹤0.01%
530
3717
$2K ﹤0.01%
200
3718
$2K ﹤0.01%
85
3719
$2K ﹤0.01%
100
3720
$2K ﹤0.01%
175
3721
$2K ﹤0.01%
78
3722
$2K ﹤0.01%
216
3723
$2K ﹤0.01%
89
-108
3724
$2K ﹤0.01%
84
-890
3725
$2K ﹤0.01%
1,200
147 148
149
150 151