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
501
$787K 0.03%
6,956
+421
502
$785K 0.03%
12,582
-699
503
$782K 0.03%
20,023
-218
504
$782K 0.03%
12,525
-2,408
505
$781K 0.03%
18,150
+2,792
506
$774K 0.03%
24,202
-2,296
507
$764K 0.03%
18,250
-3,720
508
$764K 0.03%
6,882
-79
509
$762K 0.03%
13,100
+24
510
$762K 0.03%
+22,801
511
$757K 0.03%
8,739
+1,589
512
$757K 0.03%
18,472
+17,304
513
$754K 0.03%
50,910
-7,798
514
$752K 0.03%
4,080
-59
515
$751K 0.03%
13,081
+4,754
516
$750K 0.03%
6,706
+1,586
517
$750K 0.03%
15,156
+1,134
518
$746K 0.03%
23,535
-244
519
$746K 0.03%
39,036
+137
520
$746K 0.03%
12,468
+1,476
521
$745K 0.03%
32,355
-405
522
$744K 0.03%
97,020
+8,445
523
$738K 0.03%
43,228
+4,463
524
$738K 0.03%
16,317
-1,165
525
$735K 0.03%
15,353
+937
19 20
21
22 23