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
2826
$9K ﹤0.01%
+349
2827
$9K ﹤0.01%
+283
2828
$9K ﹤0.01%
+31
2829
$9K ﹤0.01%
+1,000
2830
$9K ﹤0.01%
+5,200
2831
$9K ﹤0.01%
+500
2832
$9K ﹤0.01%
+1,096
2833
$9K ﹤0.01%
+506
2834
$9K ﹤0.01%
+198
2835
$9K ﹤0.01%
+275
2836
$9K ﹤0.01%
+421
2837
$8K ﹤0.01%
162
+150
2838
$8K ﹤0.01%
371
+361
2839
$8K ﹤0.01%
170
-69
2840
$8K ﹤0.01%
29
2841
$8K ﹤0.01%
121
+12
2842
$8K ﹤0.01%
+200
2843
$8K ﹤0.01%
184
-144
2844
$8K ﹤0.01%
172
+154
2845
$8K ﹤0.01%
+726
2846
$8K ﹤0.01%
+383
2847
$8K ﹤0.01%
1,050
-6,327
2848
$8K ﹤0.01%
+238
2849
$8K ﹤0.01%
+218
2850
$8K ﹤0.01%
400
-237
112 113
114
115 116