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
1351
$128K 0.01%
7,996
-814
1352
$128K 0.01%
4,143
-244
1353
$128K 0.01%
10,236
1354
$128K 0.01%
2,976
-179
1355
$127K 0.01%
11,329
+5,489
1356
$127K 0.01%
2,370
1357
$127K 0.01%
3,664
-44
1358
$127K 0.01%
4,773
+3,957
1359
$127K 0.01%
933
-16
1360
$126K 0.01%
3,548
-68
1361
$126K 0.01%
5,155
+1,053
1362
$126K 0.01%
8,217
1363
$125K 0.01%
4,558
+31
1364
$125K 0.01%
2,811
+10
1365
$125K 0.01%
3,892
+53
1366
$125K 0.01%
4,864
+1,166
1367
$125K 0.01%
2,951
-22
1368
$125K 0.01%
2,910
-475
1369
$125K 0.01%
1,000
1370
$124K 0.01%
1,609
+73
1371
$124K 0.01%
4,635
-585
1372
$124K 0.01%
4,453
-788
1373
$124K 0.01%
4,465
-600
1374
$124K 0.01%
4,877
+1,282
1375
$123K 0.01%
8,012
+612
53 54
55
56 57