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
1701
$71K ﹤0.01%
5,026
+444
1702
$71K ﹤0.01%
2,606
+2
1703
$71K ﹤0.01%
2,047
-1,036
1704
$71K ﹤0.01%
5,071
-612
1705
$71K ﹤0.01%
386
1706
$71K ﹤0.01%
1,218
+39
1707
$71K ﹤0.01%
1,130
+20
1708
$71K ﹤0.01%
1,227
1709
$71K ﹤0.01%
1,727
+503
1710
$70K ﹤0.01%
1,166
+666
1711
$70K ﹤0.01%
920
+63
1712
$70K ﹤0.01%
4,513
1713
$70K ﹤0.01%
2,800
1714
$70K ﹤0.01%
5,663
1715
$70K ﹤0.01%
3,331
+3
1716
$69K ﹤0.01%
7,590
+2,000
1717
$69K ﹤0.01%
4,071
+1,116
1718
$69K ﹤0.01%
850
-14
1719
$69K ﹤0.01%
+3,300
1720
$69K ﹤0.01%
1,908
-762
1721
$69K ﹤0.01%
3,365
1722
$69K ﹤0.01%
1,510
-670
1723
$69K ﹤0.01%
788
-150
1724
$69K ﹤0.01%
13,007
+64
1725
$69K ﹤0.01%
4,531
67 68
69
70 71