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
3301
$4K ﹤0.01%
+246
3302
$4K ﹤0.01%
+392
3303
$3K ﹤0.01%
+100
3304
$3K ﹤0.01%
129
-1,670
3305
$3K ﹤0.01%
+100
3306
$3K ﹤0.01%
+95
3307
$3K ﹤0.01%
273
-867
3308
$3K ﹤0.01%
159
+111
3309
$3K ﹤0.01%
+13
3310
$3K ﹤0.01%
+157
3311
$3K ﹤0.01%
+100
3312
$3K ﹤0.01%
+437
3313
$3K ﹤0.01%
+236
3314
$3K ﹤0.01%
+700
3315
$3K ﹤0.01%
400
-38
3316
$3K ﹤0.01%
+219
3317
$3K ﹤0.01%
+202
3318
$3K ﹤0.01%
+5
3319
$3K ﹤0.01%
196
+186
3320
$3K ﹤0.01%
+100
3321
$3K ﹤0.01%
+100
3322
$3K ﹤0.01%
166
+148
3323
$3K ﹤0.01%
+1
3324
$3K ﹤0.01%
100
-350
3325
$3K ﹤0.01%
100
-617
131 132
133
134 135