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
1201
$168K 0.01%
10,329
-585
1202
$168K 0.01%
10,877
+10,626
1203
$167K 0.01%
2,236
+561
1204
$167K 0.01%
11,775
1205
$167K 0.01%
124
+9
1206
$167K 0.01%
3,362
+500
1207
$166K 0.01%
1,504
-473
1208
$165K 0.01%
4,092
-224
1209
$165K 0.01%
3,132
-955
1210
$164K 0.01%
2,989
-1,705
1211
$164K 0.01%
7,317
-694
1212
$164K 0.01%
9,143
-50
1213
$164K 0.01%
2,113
1214
$164K 0.01%
16,958
+418
1215
$164K 0.01%
6,800
1216
$163K 0.01%
6,491
-30,472
1217
$163K 0.01%
6,991
+867
1218
$163K 0.01%
3,574
+1,743
1219
$163K 0.01%
3,853
+777
1220
$163K 0.01%
6,513
+205
1221
$162K 0.01%
3,686
+1,983
1222
$161K 0.01%
6,168
-200
1223
$161K 0.01%
2,304
-36
1224
$160K 0.01%
11,000
+10,970
1225
$160K 0.01%
2,696
+781
47 48
49
50 51