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
3026
$6K ﹤0.01%
+710
3027
$6K ﹤0.01%
+215
3028
$6K ﹤0.01%
+2,072
3029
$6K ﹤0.01%
+203
3030
$6K ﹤0.01%
+123
3031
$6K ﹤0.01%
+289
3032
$6K ﹤0.01%
12,500
+4,500
3033
$6K ﹤0.01%
+283
3034
$6K ﹤0.01%
+200
3035
$6K ﹤0.01%
+151
3036
$6K ﹤0.01%
+345
3037
$6K ﹤0.01%
+514
3038
$6K ﹤0.01%
74
-71
3039
$6K ﹤0.01%
148
-241
3040
$6K ﹤0.01%
+3,400
3041
$6K ﹤0.01%
+490
3042
$6K ﹤0.01%
162
+161
3043
$6K ﹤0.01%
328
-6,591
3044
$6K ﹤0.01%
+3,500
3045
$6K ﹤0.01%
+559
3046
$6K ﹤0.01%
238
-100
3047
$6K ﹤0.01%
+500
3048
$6K ﹤0.01%
+255
3049
$6K ﹤0.01%
+546
3050
$6K ﹤0.01%
+225
120 121
122
123 124