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
251
$1.6M 0.09%
113,763
+106,491
252
$1.59M 0.09%
+21,617
253
$1.58M 0.09%
11,438
+9,922
254
$1.58M 0.09%
23,674
+23,202
255
$1.58M 0.09%
73,611
+55,691
256
$1.57M 0.09%
30,416
+21,825
257
$1.57M 0.09%
102,755
+21,070
258
$1.56M 0.09%
+153,015
259
$1.56M 0.09%
16,811
+16,381
260
$1.55M 0.09%
18,363
+15,557
261
$1.54M 0.09%
22,079
+12,487
262
$1.54M 0.09%
53,637
+43,642
263
$1.53M 0.09%
15,771
+9,290
264
$1.52M 0.09%
40,398
+26,891
265
$1.51M 0.08%
6,811
+6,532
266
$1.48M 0.08%
26,526
+10,364
267
$1.47M 0.08%
36,030
+28,402
268
$1.46M 0.08%
12,847
+11,959
269
$1.45M 0.08%
27,366
+26,080
270
$1.45M 0.08%
64,044
+39,822
271
$1.45M 0.08%
85,386
+64,252
272
$1.42M 0.08%
60,229
+47,429
273
$1.42M 0.08%
25,718
+16,697
274
$1.42M 0.08%
86,551
+85,761
275
$1.42M 0.08%
36,648
+27,766
9 10
11
12 13