IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$49.6M 2.16%
1,382,072
-155,424
2
$45.1M 1.96%
371,708
+17,586
3
$34.8M 1.51%
1,015,580
+318,925
4
$32.3M 1.41%
244,122
+4,725
5
$29.9M 1.3%
952,445
-5,028
6
$29.8M 1.3%
331,908
+825
7
$28.5M 1.24%
120,955
+4,873
8
$22.6M 0.98%
275,344
+600
9
$21.1M 0.92%
88,745
+11,928
10
$20.7M 0.9%
255,030
+10,249
11
$18.9M 0.82%
388,295
+22,568
12
$18.4M 0.8%
128,644
+5,685
13
$17.4M 0.76%
122,554
+42,108
14
$16.9M 0.74%
236,485
-8,568
15
$16.7M 0.73%
133,798
-4,817
16
$16.3M 0.71%
178,412
+11,986
17
$15.6M 0.68%
145,461
-7,360
18
$15.3M 0.67%
232,883
-1,267
19
$15M 0.65%
170,633
+5,863
20
$14.2M 0.62%
206,021
+25,975
21
$13.7M 0.6%
126,369
-32,377
22
$13.6M 0.59%
1,432,710
+210,810
23
$13.3M 0.58%
312,395
-14,437
24
$12.6M 0.55%
58,201
+16,123
25
$12.4M 0.54%
383,235
+86,508
1
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