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
2476
$16K ﹤0.01%
+300
2477
$16K ﹤0.01%
+553
2478
$16K ﹤0.01%
+580
2479
$16K ﹤0.01%
+591
2480
$16K ﹤0.01%
+973
2481
$16K ﹤0.01%
+4,000
2482
$16K ﹤0.01%
152
-30
2483
$16K ﹤0.01%
+374
2484
$16K ﹤0.01%
283
-1,282
2485
$16K ﹤0.01%
+686
2486
$16K ﹤0.01%
1,000
+380
2487
$16K ﹤0.01%
+1,136
2488
$16K ﹤0.01%
315
+291
2489
$16K ﹤0.01%
+1,000
2490
$16K ﹤0.01%
465
-217
2491
$16K ﹤0.01%
+370
2492
$16K ﹤0.01%
+419
2493
$16K ﹤0.01%
+256
2494
$16K ﹤0.01%
+257
2495
$16K ﹤0.01%
+931
2496
$16K ﹤0.01%
+652
2497
$16K ﹤0.01%
+1,000
2498
$16K ﹤0.01%
+943
2499
$16K ﹤0.01%
190
+104
2500
$16K ﹤0.01%
+198
98 99
100
101 102