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
151
$3.46M 0.15%
78,015
+8,581
152
$3.46M 0.15%
30,469
+3,409
153
$3.43M 0.15%
220,872
-3,291
154
$3.41M 0.15%
33,731
+7,181
155
$3.4M 0.15%
31,160
+2,137
156
$3.35M 0.15%
73,969
+6,864
157
$3.31M 0.14%
23,506
+127
158
$3.3M 0.14%
65,140
+56,366
159
$3.27M 0.14%
42,220
+577
160
$3.26M 0.14%
68,280
+4,252
161
$3.24M 0.14%
38,673
-1,912
162
$3.23M 0.14%
57,991
-10,297
163
$3.22M 0.14%
62,825
-10,043
164
$3.21M 0.14%
26,582
-590
165
$3.17M 0.14%
48,679
-12,728
166
$3.16M 0.14%
48,630
+590
167
$3.15M 0.14%
58,755
-57
168
$3.15M 0.14%
70,587
+11,809
169
$3.14M 0.14%
134,910
+45,562
170
$3.12M 0.14%
52,220
-26,623
171
$3.09M 0.13%
63,331
+11,744
172
$3.06M 0.13%
27,184
-7,902
173
$3.05M 0.13%
41,049
+3,477
174
$3.04M 0.13%
28,763
-3,012
175
$3.01M 0.13%
55,192
+1,525
5 6
7
8 9