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
301
$1.64M 0.07%
15,558
+2,317
302
$1.62M 0.07%
29,217
-100,796
303
$1.6M 0.07%
25,305
+869
304
$1.58M 0.07%
20,815
+609
305
$1.57M 0.07%
167,394
+61,422
306
$1.56M 0.07%
46,038
-1,142
307
$1.55M 0.07%
12,798
-278
308
$1.55M 0.07%
11,270
-2,177
309
$1.55M 0.07%
66,620
+33,500
310
$1.54M 0.07%
49,485
-5,745
311
$1.53M 0.07%
27,744
+2,024
312
$1.52M 0.07%
10,034
-645
313
$1.51M 0.07%
30,774
+2,510
314
$1.51M 0.07%
41,610
-1,989
315
$1.5M 0.07%
103,493
+64,075
316
$1.5M 0.07%
70,218
-58,932
317
$1.49M 0.07%
43,724
+600
318
$1.49M 0.06%
39,823
-501
319
$1.49M 0.06%
29,628
+984
320
$1.48M 0.06%
53,369
+26,154
321
$1.47M 0.06%
12,461
-521
322
$1.47M 0.06%
21,475
+1,458
323
$1.47M 0.06%
37,116
+159
324
$1.47M 0.06%
26,600
+8,422
325
$1.46M 0.06%
22,371
+385
11 12
13
14 15