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
176
$3M 0.13%
70,028
+23,720
177
$2.97M 0.13%
51,858
-10,812
178
$2.95M 0.13%
35,100
-1,347
179
$2.95M 0.13%
149,569
-42
180
$2.92M 0.13%
175,637
+157,760
181
$2.88M 0.13%
35,868
-2,358
182
$2.85M 0.12%
66,150
+299
183
$2.84M 0.12%
72,009
-31,326
184
$2.82M 0.12%
35,648
+201
185
$2.81M 0.12%
35,486
-1,000
186
$2.81M 0.12%
23,408
+78
187
$2.77M 0.12%
50,510
+17,852
188
$2.75M 0.12%
22,877
+913
189
$2.75M 0.12%
174,484
+19,664
190
$2.73M 0.12%
27,886
+1,680
191
$2.71M 0.12%
42,990
-952
192
$2.69M 0.12%
19,841
+3,356
193
$2.69M 0.12%
99,240
+87,143
194
$2.66M 0.12%
44,464
-1,280
195
$2.66M 0.12%
104,465
-14,278
196
$2.61M 0.11%
33,913
+2,054
197
$2.6M 0.11%
24,129
+1,001
198
$2.6M 0.11%
175,940
+8,090
199
$2.59M 0.11%
117,057
+111,660
200
$2.59M 0.11%
130,136
+98,631
6 7
8
9 10