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
601
$591K 0.03%
10,038
+662
602
$589K 0.03%
35,787
+2,570
603
$587K 0.03%
7,648
+4,888
604
$586K 0.03%
9,105
+373
605
$585K 0.03%
12,609
+2,550
606
$584K 0.03%
4,491
+132
607
$584K 0.03%
4,867
+2,000
608
$584K 0.03%
27,722
+8,658
609
$583K 0.03%
25,250
-3,460
610
$582K 0.03%
18,623
+7,843
611
$581K 0.03%
17,813
+7,843
612
$580K 0.03%
28,051
-2,932
613
$579K 0.03%
2,118
+174
614
$574K 0.03%
25,369
+1,361
615
$572K 0.02%
4,651
+975
616
$570K 0.02%
17,164
-37,239
617
$569K 0.02%
31,833
+3,927
618
$568K 0.02%
7,029
+1,220
619
$566K 0.02%
13,371
+625
620
$566K 0.02%
26,661
+1,955
621
$565K 0.02%
41,549
+4,852
622
$561K 0.02%
11,710
+3,737
623
$561K 0.02%
14,415
+2,371
624
$559K 0.02%
8,252
+12
625
$552K 0.02%
13,065
+11,997
23 24
25
26 27