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
701
$476K 0.02%
19,333
+2,139
702
$475K 0.02%
6,032
+3,031
703
$474K 0.02%
12,857
-1,647
704
$474K 0.02%
14,437
-379
705
$473K 0.02%
24,910
+2,426
706
$473K 0.02%
15,388
+2,774
707
$472K 0.02%
10,235
-2,289
708
$472K 0.02%
7,839
+1,818
709
$472K 0.02%
+19,685
710
$469K 0.02%
12,732
-1,220
711
$468K 0.02%
2,917
-331
712
$466K 0.02%
9,105
+1,891
713
$466K 0.02%
26,772
+1,387
714
$465K 0.02%
6,232
-2,572
715
$463K 0.02%
22,843
-2,962
716
$463K 0.02%
17,168
+1,106
717
$463K 0.02%
15,863
-8,816
718
$462K 0.02%
8,463
-17
719
$461K 0.02%
17,162
+3,251
720
$461K 0.02%
32,002
-6,610
721
$460K 0.02%
22,649
+246
722
$460K 0.02%
16,376
+485
723
$459K 0.02%
7,144
+28
724
$459K 0.02%
16,060
+275
725
$458K 0.02%
22,833
-73
27 28
29
30 31