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
3451
$2K ﹤0.01%
+8
3452
$2K ﹤0.01%
+1,380
3453
$2K ﹤0.01%
+609
3454
$2K ﹤0.01%
+118
3455
$2K ﹤0.01%
+71
3456
$2K ﹤0.01%
+46
3457
$2K ﹤0.01%
+39
3458
$2K ﹤0.01%
+400
3459
$2K ﹤0.01%
+230
3460
$2K ﹤0.01%
+76
3461
$2K ﹤0.01%
+125
3462
$2K ﹤0.01%
16
-11
3463
$2K ﹤0.01%
151
-22
3464
$2K ﹤0.01%
50
-8,678
3465
$2K ﹤0.01%
+147
3466
$2K ﹤0.01%
+100
3467
$2K ﹤0.01%
+294
3468
$2K ﹤0.01%
+45
3469
$2K ﹤0.01%
7
-2
3470
$2K ﹤0.01%
238
+119
3471
$2K ﹤0.01%
100
-463
3472
$2K ﹤0.01%
+50
3473
$2K ﹤0.01%
+85
3474
$2K ﹤0.01%
+84
3475
$2K ﹤0.01%
57
+25
137 138
139
140 141