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
51
$9.01M 0.39%
80,558
-2,532
52
$8.89M 0.39%
185,970
+41,921
53
$8.76M 0.38%
222,887
+21,405
54
$8.58M 0.37%
160,887
+32,572
55
$8.32M 0.36%
160,660
+2,171
56
$8.26M 0.36%
33,368
+15,851
57
$7.87M 0.34%
25,199
-1,355
58
$7.83M 0.34%
87,111
+5,233
59
$7.82M 0.34%
151,788
+756
60
$7.76M 0.34%
155,811
-2,596
61
$7.72M 0.34%
118,537
+15,273
62
$7.47M 0.33%
221,080
+47,004
63
$7.46M 0.33%
70,034
+22,786
64
$7.4M 0.32%
186,212
+12,716
65
$7.32M 0.32%
93,280
+67,737
66
$7.27M 0.32%
171,520
+6,280
67
$7.27M 0.32%
74,379
+9,681
68
$7.26M 0.32%
201,379
-1,191
69
$7.17M 0.31%
40,553
-3,141
70
$6.96M 0.3%
177,543
+40,258
71
$6.89M 0.3%
290,245
+64,972
72
$6.85M 0.3%
82,458
+18,478
73
$6.72M 0.29%
40,358
-101
74
$6.61M 0.29%
122,290
-54,891
75
$6.54M 0.28%
74,501
-2,727
1 2
3
4 5