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
1801
$60K ﹤0.01%
1,916
-436
1802
$60K ﹤0.01%
657
-14
1803
$60K ﹤0.01%
859
1804
$60K ﹤0.01%
3,625
1805
$60K ﹤0.01%
2,414
-781
1806
$60K ﹤0.01%
2,463
1807
$60K ﹤0.01%
4,030
1808
$60K ﹤0.01%
1,822
-334
1809
$60K ﹤0.01%
3,215
+100
1810
$60K ﹤0.01%
9,645
+100
1811
$60K ﹤0.01%
887
1812
$60K ﹤0.01%
+2,888
1813
$60K ﹤0.01%
1,565
-200
1814
$59K ﹤0.01%
5,153
+10
1815
$59K ﹤0.01%
4,949
-2,775
1816
$59K ﹤0.01%
24,442
-2,500
1817
$59K ﹤0.01%
2,682
1818
$58K ﹤0.01%
1,164
+1
1819
$58K ﹤0.01%
1,816
-910
1820
$58K ﹤0.01%
1,873
-33
1821
$58K ﹤0.01%
2,200
1822
$58K ﹤0.01%
1,081
-1,500
1823
$58K ﹤0.01%
4,448
-2,779
1824
$58K ﹤0.01%
2,241
+979
1825
$58K ﹤0.01%
2,215
-1,527
71 72
73
74 75