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
1576
$86K ﹤0.01%
1,357
+345
1577
$86K ﹤0.01%
2,200
-4,205
1578
$86K ﹤0.01%
3,356
+1,923
1579
$86K ﹤0.01%
15,359
-20,007
1580
$86K ﹤0.01%
1,406
+65
1581
$86K ﹤0.01%
1,801
-3
1582
$86K ﹤0.01%
918
1583
$85K ﹤0.01%
2,990
1584
$85K ﹤0.01%
2,029
-600
1585
$85K ﹤0.01%
4,438
1586
$85K ﹤0.01%
825
+37
1587
$85K ﹤0.01%
2,937
+29
1588
$85K ﹤0.01%
777
+14
1589
$85K ﹤0.01%
1,030
-79
1590
$85K ﹤0.01%
5,767
1591
$84K ﹤0.01%
1,135
-20
1592
$84K ﹤0.01%
70
1593
$84K ﹤0.01%
1,401
+1,035
1594
$84K ﹤0.01%
1,048
1595
$84K ﹤0.01%
6,443
+900
1596
$84K ﹤0.01%
6,646
1597
$84K ﹤0.01%
2,490
+1
1598
$84K ﹤0.01%
678
-158
1599
$84K ﹤0.01%
6,839
1600
$84K ﹤0.01%
8,460
62 63
64
65 66