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
551
$675K 0.03%
25,532
-3,929
552
$674K 0.03%
9,717
+2,892
553
$671K 0.03%
6,880
+826
554
$670K 0.03%
11,329
-223
555
$669K 0.03%
15,657
+4,420
556
$667K 0.03%
46,274
+2,975
557
$663K 0.03%
18,312
+324
558
$662K 0.03%
3,308
-285
559
$658K 0.03%
26,009
+1,953
560
$658K 0.03%
25,894
+225
561
$657K 0.03%
6,578
+476
562
$651K 0.03%
14,562
-223
563
$650K 0.03%
23,749
+5,092
564
$650K 0.03%
23,400
+14,358
565
$649K 0.03%
42,880
+3,724
566
$647K 0.03%
47,064
+9,935
567
$647K 0.03%
4,206
+4
568
$644K 0.03%
16,894
+92
569
$639K 0.03%
8,194
+2,901
570
$637K 0.03%
2,431
+508
571
$636K 0.03%
16,988
-4,575
572
$635K 0.03%
21,739
+3,899
573
$629K 0.03%
38,602
+25,750
574
$627K 0.03%
4,228
-275
575
$626K 0.03%
20,147
21 22
23
24 25