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
3376
$3K ﹤0.01%
+154
3377
$3K ﹤0.01%
+80
3378
$3K ﹤0.01%
+185
3379
$3K ﹤0.01%
9
-41
3380
$3K ﹤0.01%
+392
3381
$3K ﹤0.01%
+1,335
3382
$3K ﹤0.01%
+290
3383
$3K ﹤0.01%
+155
3384
$3K ﹤0.01%
+2,700
3385
$3K ﹤0.01%
39
+30
3386
$3K ﹤0.01%
+313
3387
$3K ﹤0.01%
+200
3388
$3K ﹤0.01%
+300
3389
$3K ﹤0.01%
+137
3390
$3K ﹤0.01%
+290
3391
$3K ﹤0.01%
+250
3392
$3K ﹤0.01%
+180
3393
$3K ﹤0.01%
+10
3394
$3K ﹤0.01%
+96
3395
$3K ﹤0.01%
+1,000
3396
$3K ﹤0.01%
+200
3397
$3K ﹤0.01%
230
+200
3398
$3K ﹤0.01%
+504
3399
$3K ﹤0.01%
+18
3400
$3K ﹤0.01%
62
-938
134 135
136
137 138