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
276
$1.77M 0.08%
33,383
+6,763
277
$1.77M 0.08%
89,377
-2,736
278
$1.77M 0.08%
6,195
+3,739
279
$1.76M 0.08%
29,448
+1,099
280
$1.75M 0.08%
20,572
-1,673
281
$1.75M 0.08%
16,415
-151
282
$1.75M 0.08%
111,464
-1,218
283
$1.75M 0.08%
75,263
+5,542
284
$1.74M 0.08%
95,556
-17,737
285
$1.73M 0.08%
15,474
-242
286
$1.73M 0.08%
59,314
-10
287
$1.72M 0.08%
32,673
+1,024
288
$1.72M 0.07%
18,562
+101
289
$1.71M 0.07%
9,137
-970
290
$1.69M 0.07%
8,683
-773
291
$1.68M 0.07%
15,383
-2,046
292
$1.66M 0.07%
39,501
+28,710
293
$1.66M 0.07%
30,478
+1,568
294
$1.66M 0.07%
77,436
+10,932
295
$1.66M 0.07%
80,845
+37,390
296
$1.66M 0.07%
31,840
+7,006
297
$1.65M 0.07%
96,873
-5,062
298
$1.65M 0.07%
64,297
+3,617
299
$1.65M 0.07%
18,975
+215
300
$1.65M 0.07%
32,716
+32,219
10 11
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