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
326
$1.46M 0.06%
37,397
+28,598
327
$1.45M 0.06%
50,332
-19,565
328
$1.44M 0.06%
19,883
+957
329
$1.42M 0.06%
33,706
+1,863
330
$1.42M 0.06%
33,434
-56
331
$1.42M 0.06%
47,997
+278
332
$1.42M 0.06%
57,028
+12,897
333
$1.41M 0.06%
127,796
+12,240
334
$1.41M 0.06%
44,723
+1,651
335
$1.41M 0.06%
27,073
+914
336
$1.4M 0.06%
29,936
-3,652
337
$1.4M 0.06%
7,804
+2,619
338
$1.39M 0.06%
29,324
-851
339
$1.39M 0.06%
13,604
-291
340
$1.39M 0.06%
71,043
+11,790
341
$1.38M 0.06%
34,860
+218
342
$1.36M 0.06%
98,810
-2,725
343
$1.36M 0.06%
81,820
344
$1.35M 0.06%
32,603
+28,571
345
$1.35M 0.06%
28,167
+3,335
346
$1.34M 0.06%
10,169
+1,967
347
$1.34M 0.06%
24,400
+4,501
348
$1.33M 0.06%
21,154
-1,122
349
$1.33M 0.06%
71,805
+2,520
350
$1.32M 0.06%
11,483
+9,906
12 13
14
15 16