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
726
$457K 0.02%
11,198
-279
727
$457K 0.02%
3,083
-263
728
$450K 0.02%
25,020
-6,495
729
$449K 0.02%
18,281
-1,613
730
$447K 0.02%
3,959
+401
731
$445K 0.02%
3,741
732
$442K 0.02%
9,310
+1,050
733
$442K 0.02%
7,499
+659
734
$441K 0.02%
12,347
+829
735
$441K 0.02%
15,095
+861
736
$440K 0.02%
12,823
+3,292
737
$437K 0.02%
7,043
+78
738
$436K 0.02%
15,472
+708
739
$435K 0.02%
4,605
+264
740
$435K 0.02%
12,989
+11,585
741
$435K 0.02%
28,112
+13,118
742
$435K 0.02%
7,427
+1,715
743
$433K 0.02%
23,471
-533
744
$433K 0.02%
18,614
-1,776
745
$433K 0.02%
10,300
746
$431K 0.02%
23,950
+2,882
747
$430K 0.02%
5,075
-167
748
$430K 0.02%
10,099
+9,922
749
$430K 0.02%
10,656
+7,150
750
$428K 0.02%
10,639
-1,051
28 29
30
31 32