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
301
$1.27M 0.07%
28,088
+23,200
302
$1.27M 0.07%
+42,978
303
$1.26M 0.07%
14,058
+9,318
304
$1.25M 0.07%
65,612
+17,793
305
$1.25M 0.07%
48,694
+47,944
306
$1.25M 0.07%
35,652
+34,202
307
$1.24M 0.07%
24,321
+19,178
308
$1.24M 0.07%
33,256
+29,829
309
$1.24M 0.07%
+47,949
310
$1.23M 0.07%
+81,697
311
$1.23M 0.07%
10,385
+2,234
312
$1.23M 0.07%
28,757
+18,343
313
$1.23M 0.07%
27,040
+23,776
314
$1.22M 0.07%
63,937
+63,237
315
$1.21M 0.07%
86,523
+77,790
316
$1.21M 0.07%
13,135
+10,896
317
$1.2M 0.07%
8,638
+6,840
318
$1.2M 0.07%
47,512
+43,884
319
$1.2M 0.07%
15,981
+12,528
320
$1.19M 0.07%
14,661
+13,288
321
$1.19M 0.07%
28,240
-90,876
322
$1.18M 0.07%
8,336
+7,693
323
$1.18M 0.07%
15,817
+12,072
324
$1.17M 0.07%
16,435
+10,047
325
$1.17M 0.07%
+49,576
11 12
13
14 15