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
1451
$107K ﹤0.01%
6,983
1452
$107K ﹤0.01%
1,188
+797
1453
$106K ﹤0.01%
1,527
+106
1454
$106K ﹤0.01%
1,092
+301
1455
$106K ﹤0.01%
1,261
-198
1456
$106K ﹤0.01%
1,500
1457
$106K ﹤0.01%
1,221
-2
1458
$105K ﹤0.01%
3,124
1459
$105K ﹤0.01%
1,104
1460
$105K ﹤0.01%
5,143
-802
1461
$105K ﹤0.01%
40,517
1462
$105K ﹤0.01%
7,614
+794
1463
$104K ﹤0.01%
3,018
-3,091
1464
$104K ﹤0.01%
1,155
+30
1465
$104K ﹤0.01%
2,913
+3
1466
$104K ﹤0.01%
3,254
-172
1467
$104K ﹤0.01%
2,643
-45
1468
$104K ﹤0.01%
3,830
-500
1469
$104K ﹤0.01%
3,602
+54
1470
$104K ﹤0.01%
9,500
1471
$104K ﹤0.01%
870
+279
1472
$103K ﹤0.01%
1,114
-37
1473
$103K ﹤0.01%
4,975
1474
$103K ﹤0.01%
19
1475
$103K ﹤0.01%
7,321
+23
57 58
59
60 61