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
801
$380K 0.02%
10,756
-85
802
$379K 0.02%
26,968
-100
803
$378K 0.02%
5,070
-527
804
$377K 0.02%
2,907
-584
805
$377K 0.02%
10,624
-3,848
806
$376K 0.02%
6,203
-638
807
$372K 0.02%
9,836
+5,632
808
$372K 0.02%
7,162
+300
809
$371K 0.02%
10,614
-299
810
$369K 0.02%
48,800
+20,320
811
$368K 0.02%
4,516
+476
812
$368K 0.02%
24,173
-8,865
813
$367K 0.02%
13,170
-450
814
$367K 0.02%
4,451
+140
815
$365K 0.02%
7,134
+6,379
816
$364K 0.02%
1,571
+55
817
$364K 0.02%
3,035
-37
818
$364K 0.02%
8,839
+2,422
819
$363K 0.02%
21,194
-364
820
$363K 0.02%
3,967
+480
821
$363K 0.02%
27,908
822
$362K 0.02%
14,787
+3,627
823
$362K 0.02%
2,585
-172
824
$362K 0.02%
12,748
-2,712
825
$362K 0.02%
5,895
-775
31 32
33
34 35