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
926
$285K 0.01%
13,509
-910
927
$285K 0.01%
23,640
-600
928
$285K 0.01%
2,177
+3
929
$284K 0.01%
239
-18
930
$283K 0.01%
3,512
+754
931
$283K 0.01%
+4,612
932
$282K 0.01%
8,162
-863
933
$282K 0.01%
13,443
-1,419
934
$282K 0.01%
11,483
+5,176
935
$280K 0.01%
22,455
+826
936
$279K 0.01%
11,866
+99
937
$278K 0.01%
9,520
+1,192
938
$277K 0.01%
2,198
-13,205
939
$277K 0.01%
21,750
+2,094
940
$276K 0.01%
4,395
+150
941
$276K 0.01%
14,020
+9,424
942
$275K 0.01%
1,596
+9
943
$275K 0.01%
2,802
+876
944
$275K 0.01%
11,025
-1,010
945
$275K 0.01%
5,569
+523
946
$274K 0.01%
3,737
947
$274K 0.01%
8,634
+6
948
$274K 0.01%
3,047
+118
949
$274K 0.01%
7,411
+28
950
$274K 0.01%
9,561
+5,796
36 37
38
39 40