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
1901
$51K ﹤0.01%
1,248
-1,498
1902
$51K ﹤0.01%
14,896
-2,016
1903
$51K ﹤0.01%
1,408
+5
1904
$51K ﹤0.01%
720
1905
$51K ﹤0.01%
2,254
+1
1906
$51K ﹤0.01%
+10,000
1907
$50K ﹤0.01%
6,628
+15
1908
$50K ﹤0.01%
2,495
+290
1909
$50K ﹤0.01%
679
-89
1910
$50K ﹤0.01%
+5,000
1911
$50K ﹤0.01%
30,101
+10,000
1912
$50K ﹤0.01%
5,267
1913
$50K ﹤0.01%
2,573
1914
$50K ﹤0.01%
2,840
-200
1915
$50K ﹤0.01%
3,122
+14
1916
$50K ﹤0.01%
2,160
1917
$50K ﹤0.01%
1,235
+142
1918
$50K ﹤0.01%
3,398
1919
$50K ﹤0.01%
1,287
-525
1920
$49K ﹤0.01%
1,950
-378
1921
$49K ﹤0.01%
6,501
+900
1922
$49K ﹤0.01%
844
-571
1923
$49K ﹤0.01%
3,272
1924
$49K ﹤0.01%
525
-4
1925
$49K ﹤0.01%
4,420
+1,173
75 76
77
78 79