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
2551
$15K ﹤0.01%
+862
2552
$15K ﹤0.01%
367
-16
2553
$15K ﹤0.01%
+400
2554
$15K ﹤0.01%
510
-2,180
2555
$14K ﹤0.01%
+362
2556
$14K ﹤0.01%
524
+62
2557
$14K ﹤0.01%
+320
2558
$14K ﹤0.01%
384
+301
2559
$14K ﹤0.01%
1,042
+742
2560
$14K ﹤0.01%
553
+153
2561
$14K ﹤0.01%
+1,000
2562
$14K ﹤0.01%
+1,815
2563
$14K ﹤0.01%
+817
2564
$14K ﹤0.01%
+303
2565
$14K ﹤0.01%
+270
2566
$14K ﹤0.01%
284
+136
2567
$14K ﹤0.01%
+1,092
2568
$14K ﹤0.01%
210
-22
2569
$14K ﹤0.01%
+517
2570
$14K ﹤0.01%
385
+30
2571
$14K ﹤0.01%
1,000
-6,395
2572
$14K ﹤0.01%
+168
2573
$14K ﹤0.01%
645
-31,445
2574
$14K ﹤0.01%
+930
2575
$14K ﹤0.01%
+107
101 102
103
104 105