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
3751
$1K ﹤0.01%
33
-80
3752
$1K ﹤0.01%
100
3753
$1K ﹤0.01%
61
3754
$1K ﹤0.01%
11
+4
3755
$1K ﹤0.01%
400
-580
3756
$1K ﹤0.01%
+35
3757
$1K ﹤0.01%
28
3758
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250
-950
3759
$1K ﹤0.01%
34
3760
$1K ﹤0.01%
3
-15
3761
$1K ﹤0.01%
+16
3762
$1K ﹤0.01%
32
3763
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216
3764
$1K ﹤0.01%
102
+44
3765
$1K ﹤0.01%
23
3766
$1K ﹤0.01%
52
-2,162
3767
$1K ﹤0.01%
21
3768
$1K ﹤0.01%
66
3769
$1K ﹤0.01%
33
-3
3770
$1K ﹤0.01%
+65
3771
$1K ﹤0.01%
86
3772
$1K ﹤0.01%
42
3773
– –
0
3774
$1K ﹤0.01%
24
3775
$1K ﹤0.01%
100
149 150
151
152 153