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
26
$12.3M 0.54%
108,897
-1,388
27
$12.3M 0.54%
409,303
-19,355
28
$11.9M 0.52%
125,227
-8,687
29
$11.7M 0.51%
301,305
+11,722
30
$11.6M 0.5%
1,448,449
+396,884
31
$11.6M 0.5%
182,052
+12,112
32
$11.4M 0.5%
138,852
+1,835
33
$11.4M 0.5%
256,820
+74,060
34
$11M 0.48%
90,349
-10,458
35
$10.9M 0.48%
463,873
+50,275
36
$10.8M 0.47%
186,726
+35,730
37
$10.8M 0.47%
94,611
-8,712
38
$10.5M 0.46%
71,498
+868
39
$10.4M 0.45%
134,261
+16,757
40
$10.3M 0.45%
62,054
+661
41
$10.1M 0.44%
116,361
+15,543
42
$9.82M 0.43%
85,408
-377
43
$9.8M 0.43%
71,273
+15,196
44
$9.69M 0.42%
74,775
+3,621
45
$9.6M 0.42%
154,073
+110,153
46
$9.58M 0.42%
200,842
+15,845
47
$9.52M 0.41%
136,228
+9,399
48
$9.48M 0.41%
114,756
-3,024
49
$9.37M 0.41%
83,013
-1,139
50
$9.22M 0.4%
207,378
+25,250
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