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
2351
$24K ﹤0.01%
+1,215
2352
$24K ﹤0.01%
506
+315
2353
$24K ﹤0.01%
3,000
2354
$24K ﹤0.01%
3,000
-740
2355
$24K ﹤0.01%
937
-1,500
2356
$24K ﹤0.01%
294
-173
2357
$24K ﹤0.01%
805
-616
2358
$24K ﹤0.01%
1,328
-200
2359
$24K ﹤0.01%
1,050
+232
2360
$24K ﹤0.01%
314
-354
2361
$24K ﹤0.01%
333
-556
2362
$24K ﹤0.01%
590
2363
$24K ﹤0.01%
8,733
+400
2364
$24K ﹤0.01%
849
-700
2365
$24K ﹤0.01%
921
+133
2366
$24K ﹤0.01%
1,875
-1,625
2367
$24K ﹤0.01%
783
-84
2368
$24K ﹤0.01%
420
2369
$24K ﹤0.01%
+15
2370
$23K ﹤0.01%
613
+400
2371
$23K ﹤0.01%
+1,378
2372
$23K ﹤0.01%
1,411
+592
2373
$23K ﹤0.01%
994
-4,432
2374
$23K ﹤0.01%
575
+435
2375
$23K ﹤0.01%
720
-612
93 94
95
96 97