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
1026
$240K 0.01%
7,034
-193
1027
$240K 0.01%
13,000
+4,000
1028
$239K 0.01%
5,431
+29
1029
$239K 0.01%
17,395
+2,703
1030
$238K 0.01%
11,144
-38
1031
$236K 0.01%
7,093
+370
1032
$234K 0.01%
3,871
-13
1033
$234K 0.01%
6,075
+3,751
1034
$232K 0.01%
11,693
+756
1035
$232K 0.01%
6,118
-1,107
1036
$232K 0.01%
+12,550
1037
$232K 0.01%
3,844
1038
$231K 0.01%
3,409
+155
1039
$231K 0.01%
3,111
+786
1040
$231K 0.01%
+18,500
1041
$230K 0.01%
12,235
+3,496
1042
$230K 0.01%
4,610
+256
1043
$230K 0.01%
1,364
-138
1044
$229K 0.01%
22,582
-3,040
1045
$229K 0.01%
7,850
+1,200
1046
$227K 0.01%
2,925
-41
1047
$227K 0.01%
26,099
1048
$227K 0.01%
4,935
+749
1049
$227K 0.01%
3,522
+335
1050
$226K 0.01%
6,084
-98
40 41
42
43 44