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
1776
$63K ﹤0.01%
1,077
-975
1777
$63K ﹤0.01%
284
-11
1778
$63K ﹤0.01%
1,060
1779
$63K ﹤0.01%
2,603
+542
1780
$63K ﹤0.01%
+820
1781
$63K ﹤0.01%
2,747
-339
1782
$63K ﹤0.01%
1,520
-26
1783
$63K ﹤0.01%
995
+227
1784
$62K ﹤0.01%
1,670
-937
1785
$62K ﹤0.01%
2,607
-1,579
1786
$62K ﹤0.01%
1,200
+500
1787
$62K ﹤0.01%
1,432
-582
1788
$62K ﹤0.01%
510
-17
1789
$62K ﹤0.01%
1,214
1790
$62K ﹤0.01%
2,623
+1,958
1791
$61K ﹤0.01%
172
+61
1792
$61K ﹤0.01%
1,951
-250
1793
$61K ﹤0.01%
822
-200
1794
$61K ﹤0.01%
2,276
+1,394
1795
$61K ﹤0.01%
719
-79
1796
$61K ﹤0.01%
2,230
+1,030
1797
$61K ﹤0.01%
605
-40
1798
$60K ﹤0.01%
825
+75
1799
$60K ﹤0.01%
818
-117
1800
$60K ﹤0.01%
2,692
-52,477
70 71
72
73 74