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
276
$1.41M 0.08%
12,064
+7,029
277
$1.41M 0.08%
95,920
+94,138
278
$1.4M 0.08%
24,590
+21,072
279
$1.4M 0.08%
13,055
+4,150
280
$1.39M 0.08%
23,417
+20,761
281
$1.39M 0.08%
56,096
+36,475
282
$1.39M 0.08%
14,922
+12,906
283
$1.38M 0.08%
35,837
+35,771
284
$1.37M 0.08%
25,234
+19,129
285
$1.37M 0.08%
52,071
+50,118
286
$1.36M 0.08%
42,669
+42,278
287
$1.36M 0.08%
11,980
+9,773
288
$1.35M 0.08%
19,925
+19,000
289
$1.35M 0.08%
15,843
+13,041
290
$1.34M 0.07%
35,438
+25,434
291
$1.33M 0.07%
61,455
-45,111
292
$1.33M 0.07%
50,294
+45,674
293
$1.33M 0.07%
+53,414
294
$1.32M 0.07%
22,043
+19,036
295
$1.32M 0.07%
34,254
-28,724
296
$1.3M 0.07%
85,103
+78,698
297
$1.3M 0.07%
62,635
+61,926
298
$1.29M 0.07%
45,526
+40,010
299
$1.29M 0.07%
30,068
+26,051
300
$1.28M 0.07%
27,486
+23,764
10 11
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