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
651
$525K 0.02%
19,542
+4,416
652
$525K 0.02%
20,376
-1,171
653
$525K 0.02%
10,334
+1,730
654
$524K 0.02%
26,986
-650
655
$523K 0.02%
8,731
-576
656
$523K 0.02%
8,779
-629
657
$523K 0.02%
10,155
+84
658
$522K 0.02%
17,547
+6,044
659
$519K 0.02%
16,047
+10,000
660
$518K 0.02%
10,126
+4,995
661
$518K 0.02%
15,556
+2,578
662
$518K 0.02%
6,420
+545
663
$517K 0.02%
27,584
-2,185
664
$517K 0.02%
4,735
+1,512
665
$517K 0.02%
51,320
+10,777
666
$516K 0.02%
9,172
+2,829
667
$516K 0.02%
17,359
+16,207
668
$514K 0.02%
12,266
+52
669
$513K 0.02%
38,410
-2,919
670
$513K 0.02%
5,341
+4,018
671
$512K 0.02%
9,436
-1,628
672
$511K 0.02%
69,648
-10,980
673
$511K 0.02%
12,342
+492
674
$506K 0.02%
6,840
-319
675
$504K 0.02%
2,443
-363
25 26
27
28 29