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
2726
$10K ﹤0.01%
+290
2727
$10K ﹤0.01%
600
-3,718
2728
$10K ﹤0.01%
640
+521
2729
$10K ﹤0.01%
142
-108
2730
$10K ﹤0.01%
+405
2731
$10K ﹤0.01%
180
+3
2732
$10K ﹤0.01%
431
+390
2733
$10K ﹤0.01%
735
+674
2734
$10K ﹤0.01%
+280
2735
$10K ﹤0.01%
196
+127
2736
$10K ﹤0.01%
+152
2737
$10K ﹤0.01%
181
-74
2738
$10K ﹤0.01%
100
-215
2739
$10K ﹤0.01%
+513
2740
$10K ﹤0.01%
+300
2741
$10K ﹤0.01%
+1,000
2742
$10K ﹤0.01%
+251
2743
$10K ﹤0.01%
+450
2744
$10K ﹤0.01%
+886
2745
$10K ﹤0.01%
+600
2746
$10K ﹤0.01%
+675
2747
$10K ﹤0.01%
+565
2748
$10K ﹤0.01%
324
+316
2749
$10K ﹤0.01%
+238
2750
$10K ﹤0.01%
+475
108 109
110
111 112