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
1176
$178K 0.01%
10,877
+10,277
1177
$176K 0.01%
1,951
-681
1178
$176K 0.01%
2,973
-369
1179
$176K 0.01%
3,346
-2,596
1180
$176K 0.01%
3,497
+1,997
1181
$176K 0.01%
10,161
+7,915
1182
$176K 0.01%
6,891
+1,437
1183
$175K 0.01%
14,250
1184
$175K 0.01%
3,759
-101
1185
$175K 0.01%
1,918
-107
1186
$174K 0.01%
13,460
+2,850
1187
$174K 0.01%
2,669
+391
1188
$173K 0.01%
6,963
-619
1189
$173K 0.01%
15,848
+47
1190
$173K 0.01%
6,761
+1,459
1191
$172K 0.01%
3,360
+539
1192
$172K 0.01%
1,428
-112
1193
$172K 0.01%
4,359
-1,684
1194
$171K 0.01%
1,389
+430
1195
$170K 0.01%
23,548
+703
1196
$170K 0.01%
10,648
-50
1197
$170K 0.01%
2,600
1198
$169K 0.01%
14,877
-324
1199
$169K 0.01%
8,777
-175
1200
$169K 0.01%
12,277
+615
46 47
48
49 50