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
526
$734K 0.03%
19,071
-1,997
527
$734K 0.03%
23,196
-188
528
$733K 0.03%
14,502
+676
529
$726K 0.03%
8,856
+6,789
530
$726K 0.03%
+17,897
531
$723K 0.03%
7,018
+5,405
532
$720K 0.03%
19,109
+74
533
$719K 0.03%
16,171
+260
534
$719K 0.03%
6,842
+100
535
$718K 0.03%
14,933
+374
536
$716K 0.03%
28,172
+4,084
537
$707K 0.03%
13,051
+10,573
538
$703K 0.03%
21,702
+9
539
$700K 0.03%
14,020
+2,416
540
$700K 0.03%
24,506
+7,728
541
$698K 0.03%
61,530
-6,103
542
$696K 0.03%
38,815
+3,145
543
$693K 0.03%
17,508
+95
544
$692K 0.03%
25,632
-8,715
545
$692K 0.03%
20,289
+889
546
$691K 0.03%
27,859
-21,503
547
$687K 0.03%
7,014
-72
548
$685K 0.03%
10,851
+159
549
$684K 0.03%
14,314
-867
550
$677K 0.03%
22,918
+2,974
20 21
22
23 24