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
451
$901K 0.04%
40,482
-5,349
452
$896K 0.04%
14,776
+2,518
453
$896K 0.04%
20,192
-230
454
$896K 0.04%
93,953
455
$892K 0.04%
13,411
+133
456
$885K 0.04%
36,750
+2,057
457
$880K 0.04%
8,405
+943
458
$879K 0.04%
19,854
+15,415
459
$878K 0.04%
65,697
-11,277
460
$878K 0.04%
6,886
+3,322
461
$876K 0.04%
68,588
-7,000
462
$875K 0.04%
58,495
+1,284
463
$873K 0.04%
35,390
-5,129
464
$871K 0.04%
16,316
+203
465
$870K 0.04%
14,229
+685
466
$867K 0.04%
19,904
+5,603
467
$865K 0.04%
34,200
+700
468
$865K 0.04%
14,654
+1,556
469
$865K 0.04%
92,961
+5,921
470
$862K 0.04%
17,097
-626
471
$859K 0.04%
20,309
-29,591
472
$858K 0.04%
6,098
+1,988
473
$856K 0.04%
18,295
-553
474
$855K 0.04%
36,296
+645
475
$853K 0.04%
15,592
-180
17 18
19
20 21