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
126
$4.1M 0.18%
352,060
+11,176
127
$4.01M 0.17%
76,196
-818
128
$3.99M 0.17%
85,259
+85,139
129
$3.98M 0.17%
37,598
-949
130
$3.93M 0.17%
31,974
+871
131
$3.92M 0.17%
78,687
-987
132
$3.9M 0.17%
77,584
+7,419
133
$3.88M 0.17%
23,671
+3,774
134
$3.87M 0.17%
25,859
+24,966
135
$3.85M 0.17%
37,830
-5,478
136
$3.81M 0.17%
34,310
+3,476
137
$3.8M 0.17%
68,674
-1,425
138
$3.76M 0.16%
51,514
+397
139
$3.75M 0.16%
33,774
+30,265
140
$3.69M 0.16%
41,972
+7,251
141
$3.68M 0.16%
15,483
-1,449
142
$3.66M 0.16%
75,571
+7,470
143
$3.64M 0.16%
83,389
+7,673
144
$3.64M 0.16%
75,654
+7,969
145
$3.62M 0.16%
21,605
-8,643
146
$3.58M 0.16%
95,240
+926
147
$3.53M 0.15%
66,043
+8,590
148
$3.53M 0.15%
38,836
-2,616
149
$3.52M 0.15%
127,326
+2,965
150
$3.51M 0.15%
78,590
+1,207
4 5
6
7 8