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
401
$1.11M 0.05%
52,522
-55,218
402
$1.11M 0.05%
21,508
-1,663
403
$1.11M 0.05%
34,800
+1,830
404
$1.1M 0.05%
63,594
+7,979
405
$1.09M 0.05%
30,852
+872
406
$1.09M 0.05%
23,661
-2,250
407
$1.06M 0.05%
25,128
+2,923
408
$1.06M 0.05%
21,639
+504
409
$1.06M 0.05%
8,948
+1,206
410
$1.05M 0.05%
10,978
+1,345
411
$1.05M 0.05%
32,523
+2,547
412
$1.05M 0.05%
28,658
+2,400
413
$1.05M 0.05%
38,066
+8,942
414
$1.05M 0.05%
51,306
+28,700
415
$1.04M 0.05%
62,642
-5,494
416
$1.03M 0.05%
8,941
-243
417
$1.03M 0.05%
11,323
+5,589
418
$1.03M 0.04%
19,372
+9,536
419
$1.03M 0.04%
12,623
+695
420
$1.02M 0.04%
26,832
+1,300
421
$1.02M 0.04%
20,275
-4,288
422
$1.01M 0.04%
47,099
+3,142
423
$1.01M 0.04%
21,940
+5,455
424
$1.01M 0.04%
36,836
+1,261
425
$1M 0.04%
15,230
+457
15 16
17
18 19