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
351
$1.32M 0.06%
25,293
+10,002
352
$1.31M 0.06%
25,466
+5,146
353
$1.31M 0.06%
226,449
-121,468
354
$1.3M 0.06%
12,762
+765
355
$1.29M 0.06%
15,401
+135
356
$1.29M 0.06%
58,259
-2,000
357
$1.28M 0.06%
40,667
+7,906
358
$1.28M 0.06%
5,572
+97
359
$1.28M 0.06%
18,395
-1,097
360
$1.27M 0.06%
27,057
-39,195
361
$1.27M 0.06%
46,148
+15,260
362
$1.27M 0.06%
12,270
-680
363
$1.26M 0.06%
86,814
+73,886
364
$1.26M 0.05%
38,180
+9,697
365
$1.26M 0.05%
21,423
+155
366
$1.25M 0.05%
21,409
+235
367
$1.25M 0.05%
16,019
+8,011
368
$1.25M 0.05%
10,004
-122
369
$1.25M 0.05%
24,958
-896
370
$1.25M 0.05%
20,705
+8,659
371
$1.24M 0.05%
36,732
-31,376
372
$1.23M 0.05%
22,845
+1,061
373
$1.23M 0.05%
19,428
+868
374
$1.23M 0.05%
10,169
+501
375
$1.22M 0.05%
42,267
+464
13 14
15
16 17