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
3401
$3K ﹤0.01%
+200
3402
$3K ﹤0.01%
+98
3403
$3K ﹤0.01%
140
+119
3404
$3K ﹤0.01%
+54
3405
$3K ﹤0.01%
+140
3406
$3K ﹤0.01%
112
+95
3407
$3K ﹤0.01%
+123
3408
$3K ﹤0.01%
+440
3409
$3K ﹤0.01%
+100
3410
$3K ﹤0.01%
128
+120
3411
$3K ﹤0.01%
+100
3412
$3K ﹤0.01%
+100
3413
$3K ﹤0.01%
+200
3414
$3K ﹤0.01%
+530
3415
$3K ﹤0.01%
215
-440
3416
$3K ﹤0.01%
+92
3417
$3K ﹤0.01%
+90
3418
$3K ﹤0.01%
+200
3419
$2K ﹤0.01%
+274
3420
$2K ﹤0.01%
+50
3421
$2K ﹤0.01%
+46
3422
$2K ﹤0.01%
+235
3423
$2K ﹤0.01%
+186
3424
$2K ﹤0.01%
+175
3425
$2K ﹤0.01%
+775
135 136
137
138 139