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
1626
$82K ﹤0.01%
698
+225
1627
$82K ﹤0.01%
1,506
+602
1628
$82K ﹤0.01%
2,214
+491
1629
$82K ﹤0.01%
7,450
1630
$82K ﹤0.01%
3,674
+1,811
1631
$82K ﹤0.01%
+3,100
1632
$81K ﹤0.01%
2,982
+12
1633
$81K ﹤0.01%
9,340
+8,425
1634
$81K ﹤0.01%
2,174
+250
1635
$81K ﹤0.01%
1,109
+1,088
1636
$81K ﹤0.01%
1,532
1637
$80K ﹤0.01%
1,512
-505
1638
$80K ﹤0.01%
861
+187
1639
$80K ﹤0.01%
5,483
1640
$80K ﹤0.01%
2,547
+242
1641
$80K ﹤0.01%
1,379
-202
1642
$80K ﹤0.01%
2,756
+2,696
1643
$80K ﹤0.01%
9,500
+5,500
1644
$79K ﹤0.01%
3,333
+2,940
1645
$79K ﹤0.01%
2,292
+272
1646
$79K ﹤0.01%
34,740
1647
$79K ﹤0.01%
3,683
+2
1648
$79K ﹤0.01%
1,869
+101
1649
$79K ﹤0.01%
3,155
1650
$79K ﹤0.01%
3,601
-1
64 65
66
67 68