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
2776
$9K ﹤0.01%
+155
2777
$9K ﹤0.01%
120
+54
2778
$9K ﹤0.01%
+131
2779
$9K ﹤0.01%
+784
2780
$9K ﹤0.01%
+587
2781
$9K ﹤0.01%
505
-5,666
2782
$9K ﹤0.01%
+349
2783
$9K ﹤0.01%
+345
2784
$9K ﹤0.01%
+192
2785
$9K ﹤0.01%
+150
2786
$9K ﹤0.01%
2,419
+1,812
2787
$9K ﹤0.01%
+290
2788
$9K ﹤0.01%
82
-654
2789
$9K ﹤0.01%
+125
2790
$9K ﹤0.01%
+348
2791
$9K ﹤0.01%
135
-93
2792
$9K ﹤0.01%
120
-90
2793
$9K ﹤0.01%
+347
2794
$9K ﹤0.01%
+825
2795
$9K ﹤0.01%
+465
2796
$9K ﹤0.01%
242
-2,055
2797
$9K ﹤0.01%
593
+516
2798
$9K ﹤0.01%
+32
2799
$9K ﹤0.01%
839
+790
2800
$9K ﹤0.01%
400
-8
110 111
112
113 114