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
876
$316K 0.01%
4,472
+3,801
877
$314K 0.01%
5,179
-588
878
$313K 0.01%
21,051
-2,743
879
$312K 0.01%
14,443
-121
880
$312K 0.01%
3,901
-373
881
$310K 0.01%
22,801
+1,025
882
$309K 0.01%
9,278
+44
883
$309K 0.01%
9,827
+3,393
884
$309K 0.01%
3,462
-15,872
885
$309K 0.01%
10,630
-16
886
$309K 0.01%
2,568
-8,619
887
$308K 0.01%
3,335
+229
888
$308K 0.01%
2,665
-351
889
$308K 0.01%
17,300
890
$307K 0.01%
12,612
-620
891
$307K 0.01%
3,617
+175
892
$307K 0.01%
24,338
+2,725
893
$306K 0.01%
13,420
+20
894
$306K 0.01%
14,878
+699
895
$306K 0.01%
5,880
-14
896
$305K 0.01%
2,258
+239
897
$305K 0.01%
9,862
+583
898
$303K 0.01%
9,935
+1,714
899
$303K 0.01%
2,932
+2,588
900
$302K 0.01%
10,875
+7,648
34 35
36
37 38