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
3351
$3K ﹤0.01%
31
+16
3352
$3K ﹤0.01%
151
+101
3353
$3K ﹤0.01%
106
-234
3354
$3K ﹤0.01%
+431
3355
$3K ﹤0.01%
+230
3356
$3K ﹤0.01%
+1,200
3357
$3K ﹤0.01%
236
+233
3358
$3K ﹤0.01%
+600
3359
$3K ﹤0.01%
+135
3360
$3K ﹤0.01%
+44
3361
$3K ﹤0.01%
+1,000
3362
$3K ﹤0.01%
+110
3363
$3K ﹤0.01%
+123
3364
$3K ﹤0.01%
+500
3365
$3K ﹤0.01%
+100
3366
$3K ﹤0.01%
+148
3367
$3K ﹤0.01%
+144
3368
$3K ﹤0.01%
+420
3369
$3K ﹤0.01%
+296
3370
$3K ﹤0.01%
+262
3371
$3K ﹤0.01%
+500
3372
$3K ﹤0.01%
+3,050
3373
$3K ﹤0.01%
+30
3374
$3K ﹤0.01%
+120
3375
$3K ﹤0.01%
+749
133 134
135
136 137