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
251
$2.02M 0.09%
58,112
+3,992
252
$2M 0.09%
79,574
+37,647
253
$2M 0.09%
39,558
+35,779
254
$1.99M 0.09%
25,627
+3,646
255
$1.98M 0.09%
9,064
+5,147
256
$1.98M 0.09%
82,734
+20,187
257
$1.98M 0.09%
37,579
+6,988
258
$1.98M 0.09%
9,590
-6,845
259
$1.97M 0.09%
62,990
+5,479
260
$1.96M 0.09%
37,203
-1,030
261
$1.95M 0.08%
36,408
-60
262
$1.95M 0.08%
29,769
-321
263
$1.94M 0.08%
19,410
+14,841
264
$1.94M 0.08%
73,684
+577
265
$1.93M 0.08%
28,343
-741
266
$1.92M 0.08%
23,161
+517
267
$1.87M 0.08%
27,338
+2,483
268
$1.85M 0.08%
128,533
+2,781
269
$1.85M 0.08%
126,465
-5,442
270
$1.85M 0.08%
29,574
+17,793
271
$1.84M 0.08%
79,360
-5,287
272
$1.82M 0.08%
11,225
-52
273
$1.82M 0.08%
13,865
+5
274
$1.81M 0.08%
22,494
-1,005
275
$1.8M 0.08%
49,303
+2,513
9 10
11
12 13