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
2876
$8K ﹤0.01%
+7,000
2877
$8K ﹤0.01%
+3,600
2878
$8K ﹤0.01%
+610
2879
– –
0
2880
$8K ﹤0.01%
+119
2881
$8K ﹤0.01%
+250
2882
$8K ﹤0.01%
+789
2883
$8K ﹤0.01%
+175
2884
$8K ﹤0.01%
+330
2885
$8K ﹤0.01%
+3,500
2886
$8K ﹤0.01%
+142
2887
$8K ﹤0.01%
+594
2888
$8K ﹤0.01%
196
-1,819
2889
$8K ﹤0.01%
404
+363
2890
$8K ﹤0.01%
156
-1,170
2891
$8K ﹤0.01%
+347
2892
$8K ﹤0.01%
+3,280
2893
$8K ﹤0.01%
460
+179
2894
$8K ﹤0.01%
182
-866
2895
$8K ﹤0.01%
15
+14
2896
$8K ﹤0.01%
+380
2897
$8K ﹤0.01%
+175
2898
$8K ﹤0.01%
+165
2899
$8K ﹤0.01%
+90
2900
$8K ﹤0.01%
1,266
+1,223
114 115
116
117 118