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
3426
$2K ﹤0.01%
+468
3427
$2K ﹤0.01%
+161
3428
– –
0
3429
$2K ﹤0.01%
105
+92
3430
$2K ﹤0.01%
128
+101
3431
$2K ﹤0.01%
+36
3432
$2K ﹤0.01%
+121
3433
$2K ﹤0.01%
+100
3434
$2K ﹤0.01%
4
+3
3435
$2K ﹤0.01%
+73
3436
$2K ﹤0.01%
200
-686
3437
$2K ﹤0.01%
+132
3438
$2K ﹤0.01%
+57
3439
$2K ﹤0.01%
+16
3440
$2K ﹤0.01%
1,516
+1,290
3441
$2K ﹤0.01%
+128
3442
$2K ﹤0.01%
+100
3443
$2K ﹤0.01%
+239
3444
$2K ﹤0.01%
+98
3445
$2K ﹤0.01%
250
-167
3446
$2K ﹤0.01%
+250
3447
$2K ﹤0.01%
+1,500
3448
$2K ﹤0.01%
+6
3449
$2K ﹤0.01%
+500
3450
$2K ﹤0.01%
+5
136 137
138
139 140