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
1826
$58K ﹤0.01%
4,035
-3,300
1827
$57K ﹤0.01%
6,352
-2,800
1828
$57K ﹤0.01%
1,176
-67
1829
$57K ﹤0.01%
3,401
-419
1830
$57K ﹤0.01%
1,502
-29
1831
$57K ﹤0.01%
8,490
+1,000
1832
$57K ﹤0.01%
3,380
1833
$57K ﹤0.01%
6,450
1834
$57K ﹤0.01%
3,351
1835
$57K ﹤0.01%
7,328
-168
1836
$57K ﹤0.01%
6,515
+270
1837
$57K ﹤0.01%
2,839
-793
1838
$56K ﹤0.01%
1,602
+260
1839
$56K ﹤0.01%
2,301
+2,257
1840
$56K ﹤0.01%
1,413
-108
1841
$56K ﹤0.01%
1,226
-23
1842
$56K ﹤0.01%
677
-6
1843
$56K ﹤0.01%
1,909
-130
1844
$55K ﹤0.01%
1,240
+151
1845
$55K ﹤0.01%
3,797
1846
$55K ﹤0.01%
1,548
-44
1847
$55K ﹤0.01%
1,213
+330
1848
$55K ﹤0.01%
+1,951
1849
$55K ﹤0.01%
383
-12
1850
$55K ﹤0.01%
3,103
-1,894
72 73
74
75 76