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
201
$2.56M 0.11%
51,584
+30,875
202
$2.54M 0.11%
30,862
+1,251
203
$2.53M 0.11%
31,443
+14,001
204
$2.53M 0.11%
18,746
-772
205
$2.52M 0.11%
37,528
-193
206
$2.51M 0.11%
28,587
+2,529
207
$2.5M 0.11%
144,336
+38,180
208
$2.5M 0.11%
10
-1
209
$2.48M 0.11%
40,659
+1,760
210
$2.47M 0.11%
33,940
+5,633
211
$2.46M 0.11%
128,843
+7,593
212
$2.43M 0.11%
56,909
-1,764
213
$2.41M 0.1%
100,203
-131,433
214
$2.38M 0.1%
80,464
-12,488
215
$2.38M 0.1%
33,688
-250
216
$2.37M 0.1%
45,754
+6,528
217
$2.34M 0.1%
55,909
+38,157
218
$2.33M 0.1%
14,386
+2,083
219
$2.32M 0.1%
9,706
+12
220
$2.3M 0.1%
151,511
+14,297
221
$2.29M 0.1%
14,923
-804
222
$2.28M 0.1%
40,596
+5,109
223
$2.28M 0.1%
28,581
-226
224
$2.26M 0.1%
37,294
-108
225
$2.26M 0.1%
151,851
+20,367
7 8
9
10 11