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
76
$6.53M 0.28%
271,473
-157,240
77
$6.46M 0.28%
116,018
+5,077
78
$6.45M 0.28%
126,689
+15,039
79
$6.28M 0.27%
84,626
+23,068
80
$6.27M 0.27%
70,503
+3,613
81
$6.05M 0.26%
72,329
+7,751
82
$6.04M 0.26%
173,363
+11,995
83
$6M 0.26%
50,912
+1,277
84
$5.85M 0.25%
47,013
-1,172
85
$5.79M 0.25%
139,700
+42,040
86
$5.75M 0.25%
81,158
+2,128
87
$5.62M 0.24%
92,725
+1,648
88
$5.51M 0.24%
34,460
-5
89
$5.48M 0.24%
360,485
-177,326
90
$5.48M 0.24%
49,440
+1,245
91
$5.46M 0.24%
183,765
+24,364
92
$5.44M 0.24%
364,512
+83,076
93
$5.44M 0.24%
40,834
+7,525
94
$5.42M 0.24%
92,841
+883
95
$5.38M 0.23%
224,103
+7,809
96
$5.22M 0.23%
162,612
+9,456
97
$5.2M 0.23%
37,375
+1,517
98
$5.18M 0.23%
178,667
+21,082
99
$5.1M 0.22%
56,126
+7,044
100
$5.08M 0.22%
255,457
+39,653
2 3
4
5 6