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
226
$2.24M 0.1%
51,588
-15,348
227
$2.24M 0.1%
28,479
+4,158
228
$2.23M 0.1%
102,793
-65,848
229
$2.23M 0.1%
37,749
+782
230
$2.22M 0.1%
42,842
+1,337
231
$2.22M 0.1%
128,710
-2,639
232
$2.18M 0.1%
40,343
-2,965
233
$2.18M 0.1%
29,933
-3,009
234
$2.17M 0.09%
239,405
+5,144
235
$2.17M 0.09%
29,689
+3,082
236
$2.16M 0.09%
59,363
+51,586
237
$2.15M 0.09%
68,406
+122
238
$2.15M 0.09%
108,455
+89,856
239
$2.15M 0.09%
74,612
+2,941
240
$2.13M 0.09%
82,214
+49,960
241
$2.11M 0.09%
59,767
+15,881
242
$2.09M 0.09%
31,586
+1,732
243
$2.08M 0.09%
26,592
+856
244
$2.08M 0.09%
13,617
-17
245
$2.04M 0.09%
129,501
+18,942
246
$2.04M 0.09%
36,701
+34,717
247
$2.03M 0.09%
24,036
-4,936
248
$2.03M 0.09%
16,371
+5,503
249
$2.02M 0.09%
27,140
+7,506
250
$2.02M 0.09%
22,057
+4,560
8 9
10
11 12