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
101
$5.05M 0.22%
92,923
+4,812
102
$5.02M 0.22%
42,271
+849
103
$5M 0.22%
53,931
-3,219
104
$5M 0.22%
56,754
+2,663
105
$4.88M 0.21%
73,944
+9,665
106
$4.82M 0.21%
119,569
+86,646
107
$4.8M 0.21%
41,839
+3,719
108
$4.64M 0.2%
1,705,480
+1,332,680
109
$4.63M 0.2%
38,698
-2,578
110
$4.6M 0.2%
139,904
+11,720
111
$4.56M 0.2%
33,106
+6,068
112
$4.49M 0.2%
16,771
+4,281
113
$4.46M 0.19%
96,163
+59,525
114
$4.33M 0.19%
171,570
+4,176
115
$4.32M 0.19%
32,829
-783
116
$4.31M 0.19%
54,103
-3,071
117
$4.22M 0.18%
100,838
+94,162
118
$4.21M 0.18%
25,643
+79
119
$4.19M 0.18%
378,577
+2,896
120
$4.14M 0.18%
38,558
+3,560
121
$4.12M 0.18%
75,419
+46,431
122
$4.12M 0.18%
101,586
+12,271
123
$4.11M 0.18%
39,476
-6,825
124
$4.11M 0.18%
71,175
+2,686
125
$4.11M 0.18%
84,025
+21,711
3 4
5
6 7