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
1951
$47K ﹤0.01%
+4,770
1952
$47K ﹤0.01%
1,165
-60
1953
$47K ﹤0.01%
1,323
+1,104
1954
$47K ﹤0.01%
255
-503
1955
$47K ﹤0.01%
3,738
+19
1956
$47K ﹤0.01%
1,287
-125
1957
$47K ﹤0.01%
1,399
-1,029
1958
$47K ﹤0.01%
4,725
1959
$47K ﹤0.01%
550
-50
1960
$47K ﹤0.01%
922
-5
1961
$47K ﹤0.01%
130
-4
1962
$47K ﹤0.01%
1,385
+24
1963
$46K ﹤0.01%
2,989
1964
$46K ﹤0.01%
2,333
-200
1965
$46K ﹤0.01%
+1,544
1966
$46K ﹤0.01%
1,778
-67
1967
$46K ﹤0.01%
832
-14
1968
$46K ﹤0.01%
2,800
1969
$46K ﹤0.01%
3,970
1970
$46K ﹤0.01%
503
+312
1971
$46K ﹤0.01%
1,688
+148
1972
$46K ﹤0.01%
2,050
+992
1973
$46K ﹤0.01%
1,671
-49
1974
$45K ﹤0.01%
562
+342
1975
$45K ﹤0.01%
552
-200
77 78
79
80 81