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
2176
$32K ﹤0.01%
708
2177
$32K ﹤0.01%
1,028
2178
$32K ﹤0.01%
235
2179
$32K ﹤0.01%
496
-23
2180
$32K ﹤0.01%
2,422
-45
2181
$32K ﹤0.01%
788
2182
$32K ﹤0.01%
192
+12
2183
$32K ﹤0.01%
465
+300
2184
$32K ﹤0.01%
2,184
2185
$32K ﹤0.01%
273
+28
2186
$32K ﹤0.01%
2,000
2187
$32K ﹤0.01%
650
-130
2188
$32K ﹤0.01%
1,888
-545
2189
$31K ﹤0.01%
1,829
-53
2190
$31K ﹤0.01%
464
-15
2191
$31K ﹤0.01%
624
+81
2192
$31K ﹤0.01%
636
-24
2193
$31K ﹤0.01%
953
2194
$31K ﹤0.01%
65
-4
2195
$31K ﹤0.01%
+1,520
2196
$31K ﹤0.01%
2,406
+13
2197
$31K ﹤0.01%
889
+50
2198
$31K ﹤0.01%
1,375
2199
$31K ﹤0.01%
342
+105
2200
$31K ﹤0.01%
1,141
+941
86 87
88
89 90