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
2701
$11K ﹤0.01%
+363
2702
$11K ﹤0.01%
200
+76
2703
$11K ﹤0.01%
+131
2704
$11K ﹤0.01%
+848
2705
$11K ﹤0.01%
457
+432
2706
$11K ﹤0.01%
252
-12,767
2707
$11K ﹤0.01%
1,038
+198
2708
$11K ﹤0.01%
195
-514
2709
$11K ﹤0.01%
+295
2710
$11K ﹤0.01%
+2,401
2711
$11K ﹤0.01%
+2,177
2712
$11K ﹤0.01%
+42
2713
$10K ﹤0.01%
157
+54
2714
$10K ﹤0.01%
431
-38
2715
$10K ﹤0.01%
+1,900
2716
$10K ﹤0.01%
+73
2717
$10K ﹤0.01%
865
+848
2718
$10K ﹤0.01%
+515
2719
$10K ﹤0.01%
+340
2720
$10K ﹤0.01%
700
+162
2721
$10K ﹤0.01%
+456
2722
$10K ﹤0.01%
287
+277
2723
$10K ﹤0.01%
244
+224
2724
$10K ﹤0.01%
780
+380
2725
$10K ﹤0.01%
+421
107 108
109
110 111