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
3151
$5K ﹤0.01%
39
+33
3152
$5K ﹤0.01%
+172
3153
$5K ﹤0.01%
+412
3154
$5K ﹤0.01%
+2,625
3155
$5K ﹤0.01%
+345
3156
$5K ﹤0.01%
304
+184
3157
$5K ﹤0.01%
+25
3158
$5K ﹤0.01%
1,963
-8,501
3159
$5K ﹤0.01%
+100
3160
$5K ﹤0.01%
+90
3161
$5K ﹤0.01%
209
-391
3162
$5K ﹤0.01%
202
-98
3163
$5K ﹤0.01%
+63
3164
$5K ﹤0.01%
+195
3165
$5K ﹤0.01%
207
-643
3166
$5K ﹤0.01%
+500
3167
$5K ﹤0.01%
205
+50
3168
$5K ﹤0.01%
+65
3169
$5K ﹤0.01%
418
+359
3170
$5K ﹤0.01%
+75
3171
$5K ﹤0.01%
+100
3172
$5K ﹤0.01%
+600
3173
$5K ﹤0.01%
+1,500
3174
$5K ﹤0.01%
177
+20
3175
$5K ﹤0.01%
+219
125 126
127
128 129