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
326
$1.16M 0.06%
40,923
+21,987
327
$1.15M 0.06%
9,674
+9,498
328
$1.15M 0.06%
81,008
+80,100
329
$1.14M 0.06%
82,967
+48,973
330
$1.11M 0.06%
14,516
+12,026
331
$1.11M 0.06%
26,355
+24,165
332
$1.11M 0.06%
22,893
+18,534
333
$1.11M 0.06%
+42,823
334
$1.1M 0.06%
7,278
+2,713
335
$1.09M 0.06%
+16,496
336
$1.07M 0.06%
43,207
-256,820
337
$1.07M 0.06%
22,326
+17,580
338
$1.07M 0.06%
86,813
+45,375
339
$1.07M 0.06%
75,600
+57,690
340
$1.06M 0.06%
45,584
+45,187
341
$1.05M 0.06%
12,939
+1,298
342
$1.04M 0.06%
11,813
+3,523
343
$1.04M 0.06%
22,258
+21,843
344
$1.03M 0.06%
44,966
+44,351
345
$1.03M 0.06%
61,018
+48,634
346
$1.03M 0.06%
+99,652
347
$1.02M 0.06%
78,340
+77,340
348
$1.02M 0.06%
17,137
+16,330
349
$1.02M 0.06%
9,048
+6,680
350
$1.02M 0.06%
+88,957
12 13
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