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
2301
$26K ﹤0.01%
847
+100
2302
$26K ﹤0.01%
686
+30
2303
$26K ﹤0.01%
3,972
2304
$26K ﹤0.01%
2,389
2305
$26K ﹤0.01%
4,200
2306
$26K ﹤0.01%
1,738
2307
$26K ﹤0.01%
1,549
+316
2308
$26K ﹤0.01%
401
-2
2309
$26K ﹤0.01%
1,029
2310
$26K ﹤0.01%
980
+272
2311
$26K ﹤0.01%
1,230
2312
$26K ﹤0.01%
301
+104
2313
$26K ﹤0.01%
+3
2314
$26K ﹤0.01%
402
+2
2315
$26K ﹤0.01%
315
-224
2316
$26K ﹤0.01%
456
2317
$26K ﹤0.01%
650
2318
$26K ﹤0.01%
2,584
2319
$26K ﹤0.01%
933
2320
$26K ﹤0.01%
125
-19
2321
$26K ﹤0.01%
2,153
2322
$26K ﹤0.01%
402
-787
2323
$26K ﹤0.01%
1,487
-98
2324
$25K ﹤0.01%
772
-118
2325
$25K ﹤0.01%
5,600
91 92
93
94 95