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
2126
$35K ﹤0.01%
34,517
2127
$35K ﹤0.01%
1,400
2128
$35K ﹤0.01%
1,527
2129
$35K ﹤0.01%
3,516
-3,252
2130
$35K ﹤0.01%
2,000
2131
$35K ﹤0.01%
3,285
-1,365
2132
$35K ﹤0.01%
1,509
-230
2133
$35K ﹤0.01%
6,188
-4,648
2134
$35K ﹤0.01%
1,315
2135
$35K ﹤0.01%
3
2136
$35K ﹤0.01%
556
-726
2137
$34K ﹤0.01%
1,430
2138
$34K ﹤0.01%
312
+36
2139
$34K ﹤0.01%
994
+197
2140
$34K ﹤0.01%
1,206
-2,348
2141
$34K ﹤0.01%
2,308
2142
$34K ﹤0.01%
1,800
2143
$34K ﹤0.01%
1,200
-420
2144
$34K ﹤0.01%
1,550
-150
2145
$34K ﹤0.01%
561
+1
2146
$34K ﹤0.01%
365
-11
2147
$34K ﹤0.01%
994
+189
2148
$34K ﹤0.01%
1,150
2149
$34K ﹤0.01%
53
-11
2150
$34K ﹤0.01%
643
+323
84 85
86
87 88