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
2901
$8K ﹤0.01%
+400
2902
$7K ﹤0.01%
+600
2903
$7K ﹤0.01%
+208
2904
$7K ﹤0.01%
+850
2905
$7K ﹤0.01%
+312
2906
$7K ﹤0.01%
150
-461
2907
$7K ﹤0.01%
+273
2908
$7K ﹤0.01%
+107
2909
$7K ﹤0.01%
+250
2910
$7K ﹤0.01%
164
-1,744
2911
$7K ﹤0.01%
550
-3,103
2912
$7K ﹤0.01%
+291
2913
$7K ﹤0.01%
+374
2914
$7K ﹤0.01%
192
-168
2915
$7K ﹤0.01%
+200
2916
$7K ﹤0.01%
+184
2917
$7K ﹤0.01%
459
+80
2918
$7K ﹤0.01%
+142
2919
$7K ﹤0.01%
+467
2920
$7K ﹤0.01%
+195
2921
$7K ﹤0.01%
+247
2922
$7K ﹤0.01%
+35
2923
$7K ﹤0.01%
+600
2924
$7K ﹤0.01%
+4,115
2925
$7K ﹤0.01%
181
-413
115 116
117
118 119