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
951
$273K 0.01%
41,511
-1,374
952
$272K 0.01%
9,307
-1,688
953
$271K 0.01%
20,404
+106
954
$271K 0.01%
8,171
+27
955
$271K 0.01%
8,547
+13
956
$271K 0.01%
26,975
+14
957
$271K 0.01%
13,167
+335
958
$269K 0.01%
11,344
-3,801
959
$269K 0.01%
5,510
-1,291
960
$269K 0.01%
4,600
-11,110
961
$269K 0.01%
11,475
+1,270
962
$268K 0.01%
20,123
-5,232
963
$267K 0.01%
3,836
-1,284
964
$267K 0.01%
1,223
-5,074
965
$267K 0.01%
18,030
+400
966
$266K 0.01%
12,545
+2,804
967
$265K 0.01%
6,661
+1,377
968
$264K 0.01%
5,217
-1,101
969
$264K 0.01%
12,669
-855
970
$264K 0.01%
25,371
-2,406
971
$264K 0.01%
1,894
-758
972
$263K 0.01%
6,551
-2,483
973
$263K 0.01%
14,844
-1,028
974
$263K 0.01%
4,053
975
$263K 0.01%
20,840
+781
37 38
39
40 41