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
2751
$10K ﹤0.01%
+444
2752
$10K ﹤0.01%
71
+67
2753
$10K ﹤0.01%
+859
2754
$10K ﹤0.01%
+270
2755
$10K ﹤0.01%
+400
2756
$10K ﹤0.01%
+500
2757
$10K ﹤0.01%
+1,000
2758
$10K ﹤0.01%
1,200
+300
2759
$10K ﹤0.01%
+625
2760
$10K ﹤0.01%
6,700
+2,500
2761
$10K ﹤0.01%
+657
2762
$10K ﹤0.01%
200
+32
2763
$10K ﹤0.01%
+412
2764
$10K ﹤0.01%
1,837
+497
2765
$10K ﹤0.01%
174
+142
2766
$9K ﹤0.01%
+194
2767
$9K ﹤0.01%
+225
2768
$9K ﹤0.01%
+229
2769
$9K ﹤0.01%
+504
2770
$9K ﹤0.01%
+358
2771
$9K ﹤0.01%
582
-1,295
2772
$9K ﹤0.01%
+649
2773
$9K ﹤0.01%
+2,620
2774
$9K ﹤0.01%
+1,671
2775
$9K ﹤0.01%
250
+178
109 110
111
112 113