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
2001
$43K ﹤0.01%
460
-9
2002
$43K ﹤0.01%
3,370
2003
$43K ﹤0.01%
3,087
+382
2004
$43K ﹤0.01%
1,942
-3
2005
$43K ﹤0.01%
1,000
2006
$43K ﹤0.01%
562
+414
2007
$43K ﹤0.01%
2,465
+250
2008
$43K ﹤0.01%
306
+150
2009
$43K ﹤0.01%
1,790
-620
2010
$42K ﹤0.01%
1,744
2011
$42K ﹤0.01%
7,648
2012
$42K ﹤0.01%
+862
2013
$42K ﹤0.01%
9,267
+680
2014
$42K ﹤0.01%
+770
2015
$42K ﹤0.01%
1,120
-319
2016
$42K ﹤0.01%
736
-1,006
2017
$42K ﹤0.01%
392
-24
2018
$42K ﹤0.01%
2,936
2019
$42K ﹤0.01%
4,924
-1,153
2020
$42K ﹤0.01%
3,727
+311
2021
$42K ﹤0.01%
463
2022
$42K ﹤0.01%
509
-110
2023
$42K ﹤0.01%
3,390
+20
2024
$41K ﹤0.01%
1,022
-16
2025
$41K ﹤0.01%
1,796
79 80
81
82 83