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
3276
$4K ﹤0.01%
+24
3277
$4K ﹤0.01%
150
-1,049
3278
$4K ﹤0.01%
+408
3279
$4K ﹤0.01%
+375
3280
$4K ﹤0.01%
+57
3281
$4K ﹤0.01%
161
-3,043
3282
$4K ﹤0.01%
+157
3283
$4K ﹤0.01%
+100
3284
$4K ﹤0.01%
+132
3285
$4K ﹤0.01%
863
+572
3286
$4K ﹤0.01%
+100
3287
$4K ﹤0.01%
+900
3288
$4K ﹤0.01%
+98
3289
$4K ﹤0.01%
+150
3290
$4K ﹤0.01%
87
-142
3291
$4K ﹤0.01%
+255
3292
$4K ﹤0.01%
+200
3293
$4K ﹤0.01%
+350
3294
$4K ﹤0.01%
+282
3295
$4K ﹤0.01%
+500
3296
$4K ﹤0.01%
+136
3297
$4K ﹤0.01%
+7,664
3298
$4K ﹤0.01%
+105
3299
$4K ﹤0.01%
+250
3300
$4K ﹤0.01%
+500
130 131
132
133 134