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
2426
$22K ﹤0.01%
925
2427
$22K ﹤0.01%
346
2428
$22K ﹤0.01%
108
-5
2429
$22K ﹤0.01%
1,500
2430
$22K ﹤0.01%
829
-149
2431
$22K ﹤0.01%
+1,500
2432
$22K ﹤0.01%
2,798
2433
$22K ﹤0.01%
8,800
-500
2434
$21K ﹤0.01%
1,144
-200
2435
$21K ﹤0.01%
323
2436
$21K ﹤0.01%
97
+14
2437
$21K ﹤0.01%
595
2438
$21K ﹤0.01%
540
-43
2439
$21K ﹤0.01%
1,028
2440
$21K ﹤0.01%
1,948
2441
$21K ﹤0.01%
+740
2442
$21K ﹤0.01%
681
+17
2443
$21K ﹤0.01%
465
-2,051
2444
$21K ﹤0.01%
1,138
+88
2445
$21K ﹤0.01%
+165
2446
$21K ﹤0.01%
1,703
2447
$21K ﹤0.01%
367
-4
2448
$21K ﹤0.01%
310
-4
2449
$21K ﹤0.01%
1,129
2450
$21K ﹤0.01%
690
+2
96 97
98
99 100