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
1651
$79K ﹤0.01%
2,300
-1,200
1652
$79K ﹤0.01%
1,650
-42
1653
$79K ﹤0.01%
1,880
+23
1654
$78K ﹤0.01%
755
-17
1655
$78K ﹤0.01%
2,438
+140
1656
$78K ﹤0.01%
2,306
-117
1657
$78K ﹤0.01%
1,502
+103
1658
$78K ﹤0.01%
89
1659
$78K ﹤0.01%
1,573
+59
1660
$77K ﹤0.01%
695
-75
1661
$77K ﹤0.01%
4,161
1662
$77K ﹤0.01%
7,494
+691
1663
$77K ﹤0.01%
706
-65
1664
$77K ﹤0.01%
2,608
-508
1665
$77K ﹤0.01%
2,908
-1,011
1666
$77K ﹤0.01%
1,933
+1,515
1667
$76K ﹤0.01%
1,197
+1
1668
$76K ﹤0.01%
4,000
1669
$76K ﹤0.01%
4,200
-2,065
1670
$76K ﹤0.01%
6,295
+910
1671
$76K ﹤0.01%
1,322
+36
1672
$76K ﹤0.01%
11,443
-100
1673
$76K ﹤0.01%
5,877
-253
1674
$75K ﹤0.01%
5,343
+500
1675
$75K ﹤0.01%
1,687
+426
65 66
67
68 69