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
3126
$5K ﹤0.01%
+221
3127
$5K ﹤0.01%
120
-19,572
3128
$5K ﹤0.01%
+186
3129
$5K ﹤0.01%
325
3130
$5K ﹤0.01%
305
+272
3131
$5K ﹤0.01%
169
-12,249
3132
$5K ﹤0.01%
+75
3133
$5K ﹤0.01%
+500
3134
$5K ﹤0.01%
+100
3135
$5K ﹤0.01%
+343
3136
$5K ﹤0.01%
146
-2,915
3137
$5K ﹤0.01%
84
-3
3138
$5K ﹤0.01%
+77
3139
$5K ﹤0.01%
+848
3140
$5K ﹤0.01%
100
-25
3141
$5K ﹤0.01%
100
-10
3142
$5K ﹤0.01%
+98
3143
$5K ﹤0.01%
+300
3144
$5K ﹤0.01%
217
+205
3145
$5K ﹤0.01%
280
-1,025
3146
$5K ﹤0.01%
100
-1,465
3147
$5K ﹤0.01%
+168
3148
$5K ﹤0.01%
+165
3149
$5K ﹤0.01%
116
+96
3150
$5K ﹤0.01%
+100
124 125
126
127 128