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
3476
$2K ﹤0.01%
+110
3477
$2K ﹤0.01%
+158
3478
$2K ﹤0.01%
+75
3479
$2K ﹤0.01%
48
-102
3480
$2K ﹤0.01%
281
-27,402
3481
$2K ﹤0.01%
+254
3482
$2K ﹤0.01%
176
+76
3483
$2K ﹤0.01%
+55
3484
$2K ﹤0.01%
+100
3485
$2K ﹤0.01%
+143
3486
$2K ﹤0.01%
+565
3487
$2K ﹤0.01%
104
+4
3488
$2K ﹤0.01%
40
-257
3489
$2K ﹤0.01%
+369
3490
$2K ﹤0.01%
225
+123
3491
$2K ﹤0.01%
+81
3492
$2K ﹤0.01%
+57
3493
– –
0
3494
$2K ﹤0.01%
+250
3495
$2K ﹤0.01%
+225
3496
$2K ﹤0.01%
114
+29
3497
$2K ﹤0.01%
58
-7,992
3498
$2K ﹤0.01%
65
-952
3499
$2K ﹤0.01%
+35
3500
$2K ﹤0.01%
28
+24
138 139
140
141 142