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
3326
$3K ﹤0.01%
59
+52
3327
$3K ﹤0.01%
+251
3328
$3K ﹤0.01%
1,000
-6,430
3329
$3K ﹤0.01%
56
-170
3330
$3K ﹤0.01%
+542
3331
$3K ﹤0.01%
+100
3332
$3K ﹤0.01%
+96
3333
$3K ﹤0.01%
42
-111
3334
$3K ﹤0.01%
31
-44
3335
$3K ﹤0.01%
+54
3336
$3K ﹤0.01%
+530
3337
$3K ﹤0.01%
94
+92
3338
$3K ﹤0.01%
+48
3339
$3K ﹤0.01%
+20
3340
$3K ﹤0.01%
+60
3341
$3K ﹤0.01%
33
-137
3342
– –
0
3343
$3K ﹤0.01%
+93
3344
$3K ﹤0.01%
+307
3345
$3K ﹤0.01%
+138
3346
$3K ﹤0.01%
+273
3347
$3K ﹤0.01%
+153
3348
$3K ﹤0.01%
+25
3349
$3K ﹤0.01%
+167
3350
$3K ﹤0.01%
+530
132 133
134
135 136