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
1101
$205K 0.01%
1,534
+4
1102
$205K 0.01%
4,498
+275
1103
$205K 0.01%
8,536
+564
1104
$204K 0.01%
5,899
+504
1105
$204K 0.01%
10,464
+380
1106
$203K 0.01%
3,033
+2,105
1107
$203K 0.01%
13,368
+155
1108
$203K 0.01%
9,789
+4,573
1109
$203K 0.01%
7,409
+147
1110
$200K 0.01%
6,150
1111
$200K 0.01%
20,000
1112
$198K 0.01%
3,110
-965
1113
$198K 0.01%
10,300
+9,750
1114
$198K 0.01%
3,561
-117
1115
$197K 0.01%
964
+26
1116
$197K 0.01%
17,893
-33,069
1117
$197K 0.01%
9,300
-1,545
1118
$197K 0.01%
3,332
+764
1119
$197K 0.01%
1,393
+25
1120
$197K 0.01%
17,015
+124
1121
$196K 0.01%
5,319
-9,158
1122
$196K 0.01%
6,613
-170
1123
$195K 0.01%
2,054
+928
1124
$195K 0.01%
25,904
+1,516
1125
$195K 0.01%
20,000
43 44
45
46 47