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
1151
$186K 0.01%
14,507
+110
1152
$186K 0.01%
9,623
+108
1153
$185K 0.01%
14,700
1154
$184K 0.01%
4,869
+29
1155
$184K 0.01%
1,523
-806
1156
$184K 0.01%
8,915
+6,568
1157
$183K 0.01%
9,772
+178
1158
$182K 0.01%
21,164
+2,478
1159
$182K 0.01%
2,751
-467
1160
$182K 0.01%
6,116
+385
1161
$182K 0.01%
4,025
-20
1162
$182K 0.01%
2,874
+5
1163
$181K 0.01%
6,146
-1,070
1164
$181K 0.01%
7,839
+2,652
1165
$181K 0.01%
3,100
1166
$181K 0.01%
5,689
-1,518
1167
$180K 0.01%
1,162
-432
1168
$180K 0.01%
7,782
-291
1169
$180K 0.01%
3,356
+814
1170
$180K 0.01%
9,823
-298
1171
$180K 0.01%
3,072
+260
1172
$179K 0.01%
6,506
+31
1173
$179K 0.01%
9,997
+9,379
1174
$179K 0.01%
2,422
-558
1175
$178K 0.01%
2,232
+59
45 46
47
48 49