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
3826
$1K ﹤0.01%
75
3827
$1K ﹤0.01%
50
3828
$1K ﹤0.01%
162
3829
$1K ﹤0.01%
5
-25
3830
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26
3831
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50
-25
3832
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187
3833
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56
-42
3834
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55
3835
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+100
3836
$1K ﹤0.01%
100
-4
3837
$1K ﹤0.01%
565
3838
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9
3839
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12
3840
$1K ﹤0.01%
29
3841
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3842
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19
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3843
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3844
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100
3845
$1K ﹤0.01%
570
3846
$1K ﹤0.01%
13
3847
$1K ﹤0.01%
188
3848
– –
0
3849
$1K ﹤0.01%
6
-61
3850
$1K ﹤0.01%
47
152 153
154
155 156