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
2601
$13K ﹤0.01%
+1,842
2602
$13K ﹤0.01%
128
+91
2603
$13K ﹤0.01%
158
+42
2604
$13K ﹤0.01%
+1,046
2605
$13K ﹤0.01%
300
-100
2606
$13K ﹤0.01%
+676
2607
$13K ﹤0.01%
+248
2608
$13K ﹤0.01%
199
+108
2609
$13K ﹤0.01%
+200
2610
$13K ﹤0.01%
189
+133
2611
$13K ﹤0.01%
131
-900
2612
$13K ﹤0.01%
218
+154
2613
$13K ﹤0.01%
571
+81
2614
$13K ﹤0.01%
+1,300
2615
$13K ﹤0.01%
+357
2616
$13K ﹤0.01%
+315
2617
$13K ﹤0.01%
+1,100
2618
$13K ﹤0.01%
+4,550
2619
$13K ﹤0.01%
+948
2620
$13K ﹤0.01%
+142
2621
$13K ﹤0.01%
+772
2622
$13K ﹤0.01%
+731
2623
$13K ﹤0.01%
103
+99
2624
$13K ﹤0.01%
+294
2625
$13K ﹤0.01%
+438
103 104
105
106 107