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
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$27.7M
3
+$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$7.34M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.39M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.82M 0.1%
38,310
-77,524
227
$1.82M 0.1%
10,178
+5,521
228
$1.81M 0.1%
10,925
+9,301
229
$1.81M 0.1%
17,832
+16,554
230
$1.8M 0.1%
24,660
+19,392
231
$1.8M 0.1%
22,815
+20,084
232
$1.8M 0.1%
+47,373
233
$1.8M 0.1%
23,820
+19,654
234
$1.79M 0.1%
86,607
+83,199
235
$1.79M 0.1%
20,501
+12,796
236
$1.77M 0.1%
+22,818
237
$1.75M 0.1%
12,853
+10,718
238
$1.74M 0.1%
33,893
+1,081
239
$1.73M 0.1%
10,477
+9,307
240
$1.73M 0.1%
11,713
+10,868
241
$1.73M 0.1%
128,056
+122,036
242
$1.73M 0.1%
41,172
+29,948
243
$1.73M 0.1%
66,507
+32,591
244
$1.72M 0.1%
21,153
+12,658
245
$1.72M 0.1%
21,697
+15,539
246
$1.69M 0.09%
78,735
+60,480
247
$1.67M 0.09%
45,859
+38,749
248
$1.66M 0.09%
55,970
+41,685
249
$1.63M 0.09%
41,639
+39,538
250
$1.61M 0.09%
43,730
+35,700
8 9
10
11 12