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
1601
$84K ﹤0.01%
1,994
1602
$84K ﹤0.01%
1,802
-673
1603
$84K ﹤0.01%
2,053
-403
1604
$84K ﹤0.01%
4,038
-8,958
1605
$83K ﹤0.01%
+1,484
1606
$83K ﹤0.01%
5,203
+407
1607
$83K ﹤0.01%
852
-24
1608
$83K ﹤0.01%
1,668
-4
1609
$83K ﹤0.01%
3,544
-103
1610
$83K ﹤0.01%
6,148
-75
1611
$83K ﹤0.01%
1,604
+501
1612
$83K ﹤0.01%
579
+242
1613
$83K ﹤0.01%
11,960
-8,875
1614
$83K ﹤0.01%
1,000
1615
$83K ﹤0.01%
21,500
1616
$83K ﹤0.01%
1,848
+13
1617
$83K ﹤0.01%
8,535
1618
$83K ﹤0.01%
1,416
+177
1619
$82K ﹤0.01%
1,785
-99
1620
$82K ﹤0.01%
5,703
+2,750
1621
$82K ﹤0.01%
1,109
+5
1622
$82K ﹤0.01%
8,168
1623
$82K ﹤0.01%
1,452
+56
1624
$82K ﹤0.01%
2,323
-1,574
1625
$82K ﹤0.01%
5,315
+1,294
63 64
65
66 67