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
851
$344K 0.02%
18,280
+13,473
852
$343K 0.01%
30,721
+1,300
853
$343K 0.01%
4,580
+86
854
$343K 0.01%
6,636
+2,873
855
$343K 0.01%
6,856
+870
856
$339K 0.01%
2,555
+649
857
$337K 0.01%
6,528
+525
858
$337K 0.01%
12,391
+17
859
$334K 0.01%
5,712
+10
860
$334K 0.01%
6,131
+84
861
$334K 0.01%
1,944
-152
862
$334K 0.01%
3,091
+93
863
$333K 0.01%
11,357
-479
864
$333K 0.01%
14,671
865
$331K 0.01%
7,138
-727
866
$324K 0.01%
12,547
-675
867
$322K 0.01%
21,840
-10,920
868
$322K 0.01%
5,845
+364
869
$322K 0.01%
26,200
-1,862
870
$321K 0.01%
24,501
+18,039
871
$320K 0.01%
15,068
-449
872
$320K 0.01%
6,499
-831
873
$319K 0.01%
2,180
+41
874
$317K 0.01%
11,605
+5,380
875
$316K 0.01%
21,467
+54
33 34
35
36 37