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
1876
$53K ﹤0.01%
1,507
1877
$53K ﹤0.01%
633
+415
1878
$53K ﹤0.01%
3,381
1879
$53K ﹤0.01%
1,234
-143
1880
$53K ﹤0.01%
1,655
-82
1881
$52K ﹤0.01%
5,326
-560
1882
$52K ﹤0.01%
876
1883
$52K ﹤0.01%
1,175
-22
1884
$52K ﹤0.01%
3,715
+26
1885
$52K ﹤0.01%
1,926
+288
1886
$52K ﹤0.01%
2,992
-406
1887
$52K ﹤0.01%
6,419
+5,599
1888
$52K ﹤0.01%
1,458
-90
1889
$51K ﹤0.01%
2,385
-68
1890
$51K ﹤0.01%
877
-11,345
1891
$51K ﹤0.01%
3,835
1892
$51K ﹤0.01%
6,276
+2,492
1893
$51K ﹤0.01%
1,252
-244
1894
$51K ﹤0.01%
2,132
-285
1895
$51K ﹤0.01%
487
+241
1896
$51K ﹤0.01%
960
1897
$51K ﹤0.01%
8,591
-558
1898
$51K ﹤0.01%
3,220
+670
1899
$51K ﹤0.01%
2,250
1900
$51K ﹤0.01%
1,965
-1,643
74 75
76
77 78