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
1276
$146K 0.01%
2,953
+658
1277
$145K 0.01%
2,297
-158
1278
$145K 0.01%
3,357
+124
1279
$145K 0.01%
15,016
+1,317
1280
$145K 0.01%
10,797
-5,000
1281
$144K 0.01%
2,340
1282
$144K 0.01%
2,105
+670
1283
$144K 0.01%
719
+14
1284
$143K 0.01%
1,774
+1,156
1285
$143K 0.01%
+11,394
1286
$143K 0.01%
6,977
+225
1287
$143K 0.01%
4,595
+3,461
1288
$143K 0.01%
1,605
+138
1289
$143K 0.01%
9,552
+462
1290
$142K 0.01%
2,419
-47
1291
$142K 0.01%
3,178
-308
1292
$142K 0.01%
3,808
+50
1293
$142K 0.01%
8,069
+6,218
1294
$142K 0.01%
3,869
+285
1295
$142K 0.01%
2,472
+55
1296
$142K 0.01%
2,866
+47
1297
$141K 0.01%
10,220
-5,247
1298
$140K 0.01%
2,904
-167
1299
$140K 0.01%
5,814
+110
1300
$140K 0.01%
5,959
+638
50 51
52
53 54