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
2976
$7K ﹤0.01%
827
+627
2977
$7K ﹤0.01%
2,417
2978
$7K ﹤0.01%
+682
2979
$7K ﹤0.01%
377
-923
2980
$7K ﹤0.01%
+395
2981
$7K ﹤0.01%
+965
2982
$7K ﹤0.01%
+348
2983
$7K ﹤0.01%
+1,568
2984
$7K ﹤0.01%
+275
2985
$7K ﹤0.01%
+1,168
2986
$6K ﹤0.01%
+350
2987
$6K ﹤0.01%
+1,100
2988
$6K ﹤0.01%
+282
2989
$6K ﹤0.01%
+172
2990
$6K ﹤0.01%
1,000
+800
2991
$6K ﹤0.01%
270
-624
2992
$6K ﹤0.01%
+145
2993
$6K ﹤0.01%
+270
2994
$6K ﹤0.01%
+400
2995
$6K ﹤0.01%
202
+184
2996
$6K ﹤0.01%
+1,218
2997
$6K ﹤0.01%
+585
2998
$6K ﹤0.01%
51
-58
2999
$6K ﹤0.01%
140
-16,962
3000
$6K ﹤0.01%
280
-532
118 119
120
121 122