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
2926
$7K ﹤0.01%
+870
2927
$7K ﹤0.01%
+800
2928
$7K ﹤0.01%
+345
2929
$7K ﹤0.01%
+1,500
2930
$7K ﹤0.01%
+236
2931
$7K ﹤0.01%
300
+200
2932
$7K ﹤0.01%
1,100
+925
2933
$7K ﹤0.01%
+374
2934
$7K ﹤0.01%
300
-314
2935
$7K ﹤0.01%
+95
2936
$7K ﹤0.01%
+184
2937
$7K ﹤0.01%
164
-4,115
2938
$7K ﹤0.01%
+541
2939
$7K ﹤0.01%
1,274
+1,186
2940
$7K ﹤0.01%
99
-196
2941
$7K ﹤0.01%
+273
2942
$7K ﹤0.01%
+16
2943
$7K ﹤0.01%
8,125
+7,300
2944
$7K ﹤0.01%
82
+75
2945
$7K ﹤0.01%
+600
2946
$7K ﹤0.01%
+9
2947
$7K ﹤0.01%
200
-27
2948
$7K ﹤0.01%
+328
2949
$7K ﹤0.01%
+400
2950
$7K ﹤0.01%
+533
116 117
118
119 120