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
1076
$214K 0.01%
7,277
+4
1077
$214K 0.01%
18,697
1078
$213K 0.01%
3,598
-782
1079
$213K 0.01%
2,502
-108
1080
$213K 0.01%
6,216
+206
1081
$213K 0.01%
9,012
+25
1082
$212K 0.01%
6,343
+188
1083
$212K 0.01%
10,928
+1,225
1084
$211K 0.01%
3,051
-5
1085
$211K 0.01%
5,533
+1,271
1086
$211K 0.01%
10,050
1087
$211K 0.01%
2,530
+438
1088
$210K 0.01%
2,137
+80
1089
$209K 0.01%
2,879
+20
1090
$209K 0.01%
1,891
-1,563
1091
$209K 0.01%
14,860
+4
1092
$209K 0.01%
30,801
+3,400
1093
$209K 0.01%
12,213
+1,168
1094
$208K 0.01%
8,190
+1,974
1095
$208K 0.01%
3,541
-1,285
1096
$207K 0.01%
10,170
+3,000
1097
$207K 0.01%
1,748
-31
1098
$207K 0.01%
11,938
+9,509
1099
$206K 0.01%
6,692
-2
1100
$206K 0.01%
3,304
+20
42 43
44
45 46