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
1326
$134K 0.01%
137
+8
1327
$134K 0.01%
24,822
+95
1328
$134K 0.01%
1,601
+347
1329
$133K 0.01%
4,441
-17
1330
$133K 0.01%
1,609
-327
1331
$133K 0.01%
13,400
+6,000
1332
$133K 0.01%
9,985
1333
$132K 0.01%
2,523
-423
1334
$132K 0.01%
1,395
+455
1335
$131K 0.01%
1,994
+635
1336
$131K 0.01%
4,313
+108
1337
$131K 0.01%
2,000
1338
$131K 0.01%
10,719
+723
1339
$131K 0.01%
1,798
+193
1340
$130K 0.01%
3,806
-220
1341
$130K 0.01%
+5,021
1342
$130K 0.01%
2,111
+182
1343
$130K 0.01%
1,661
-622
1344
$129K 0.01%
9,325
+2,345
1345
$129K 0.01%
17,535
-1,000
1346
$129K 0.01%
11,100
-3,800
1347
$129K 0.01%
3,562
+2,500
1348
$129K 0.01%
+5,000
1349
$128K 0.01%
7,415
+1,415
1350
$128K 0.01%
3,573
+14
52 53
54
55 56