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
1251
$153K 0.01%
6,246
+920
1252
$153K 0.01%
4,660
-899
1253
$153K 0.01%
5,034
+1,560
1254
$152K 0.01%
1,622
-269
1255
$152K 0.01%
2,198
-233
1256
$152K 0.01%
6,183
+589
1257
$152K 0.01%
6,040
+4,230
1258
$152K 0.01%
4,366
+2,711
1259
$152K 0.01%
4,760
+1,228
1260
$151K 0.01%
10,602
-300
1261
$151K 0.01%
716
-85
1262
$150K 0.01%
17,206
-874
1263
$150K 0.01%
1,605
-710
1264
$150K 0.01%
35,980
1265
$149K 0.01%
3,569
+929
1266
$149K 0.01%
30,500
-10,000
1267
$149K 0.01%
3,812
-57
1268
$148K 0.01%
3,899
+654
1269
$148K 0.01%
1,184
-57
1270
$147K 0.01%
5,663
+73
1271
$146K 0.01%
1,283
-25
1272
$146K 0.01%
7,744
-28
1273
$146K 0.01%
+1,459
1274
$146K 0.01%
6,966
+4,776
1275
$146K 0.01%
12,697
+17
49 50
51
52 53