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
2501
$16K ﹤0.01%
1,179
+532
2502
$16K ﹤0.01%
659
+251
2503
$16K ﹤0.01%
+1,151
2504
$16K ﹤0.01%
+1,000
2505
$16K ﹤0.01%
4,230
+230
2506
$15K ﹤0.01%
346
-20
2507
$15K ﹤0.01%
+1,116
2508
$15K ﹤0.01%
753
-1,642
2509
$15K ﹤0.01%
233
-1,169
2510
$15K ﹤0.01%
+228
2511
$15K ﹤0.01%
816
+416
2512
$15K ﹤0.01%
293
-2,079
2513
$15K ﹤0.01%
478
+450
2514
$15K ﹤0.01%
1,367
-24,221
2515
$15K ﹤0.01%
464
+363
2516
$15K ﹤0.01%
+700
2517
$15K ﹤0.01%
625
-2,214
2518
$15K ﹤0.01%
500
-394
2519
$15K ﹤0.01%
1,233
-3,108
2520
$15K ﹤0.01%
217
+215
2521
$15K ﹤0.01%
975
+943
2522
$15K ﹤0.01%
+537
2523
$15K ﹤0.01%
+860
2524
$15K ﹤0.01%
937
+921
2525
$15K ﹤0.01%
+3,036
99 100
101
102 103