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
3201
$5K ﹤0.01%
+81
3202
$5K ﹤0.01%
+558
3203
$5K ﹤0.01%
+210
3204
$4K ﹤0.01%
100
+85
3205
$4K ﹤0.01%
79
+12
3206
$4K ﹤0.01%
120
+102
3207
$4K ﹤0.01%
130
-2,421
3208
$4K ﹤0.01%
+208
3209
$4K ﹤0.01%
233
-4,067
3210
$4K ﹤0.01%
140
3211
$4K ﹤0.01%
+258
3212
$4K ﹤0.01%
+140
3213
$4K ﹤0.01%
+234
3214
$4K ﹤0.01%
145
-383
3215
$4K ﹤0.01%
102
+87
3216
$4K ﹤0.01%
60
-213
3217
$4K ﹤0.01%
+98
3218
$4K ﹤0.01%
+45
3219
$4K ﹤0.01%
+284
3220
$4K ﹤0.01%
+117
3221
$4K ﹤0.01%
+324
3222
$4K ﹤0.01%
+43
3223
$4K ﹤0.01%
+48
3224
$4K ﹤0.01%
+60
3225
$4K ﹤0.01%
+59
127 128
129
130 131