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
2651
$12K ﹤0.01%
700
2652
$12K ﹤0.01%
1,265
+499
2653
$12K ﹤0.01%
+76
2654
$12K ﹤0.01%
185
+125
2655
$12K ﹤0.01%
+1,650
2656
$12K ﹤0.01%
+800
2657
– –
0
2658
$12K ﹤0.01%
158
-444
2659
$12K ﹤0.01%
+999
2660
$12K ﹤0.01%
488
-7
2661
$12K ﹤0.01%
275
2662
$12K ﹤0.01%
160
+124
2663
$12K ﹤0.01%
+322
2664
$12K ﹤0.01%
+1,000
2665
$12K ﹤0.01%
+1,000
2666
$12K ﹤0.01%
+615
2667
$12K ﹤0.01%
324
+281
2668
$11K ﹤0.01%
836
+632
2669
$11K ﹤0.01%
127
+53
2670
$11K ﹤0.01%
550
-1,060
2671
$11K ﹤0.01%
+201
2672
$11K ﹤0.01%
+342
2673
$11K ﹤0.01%
375
-835
2674
$11K ﹤0.01%
128
+18
2675
$11K ﹤0.01%
500
-4,200
105 106
107
108 109