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
3501
$2K ﹤0.01%
+62
3502
$2K ﹤0.01%
+100
3503
$2K ﹤0.01%
+100
3504
$2K ﹤0.01%
+2
3505
$2K ﹤0.01%
92
+49
3506
$2K ﹤0.01%
103
+87
3507
$2K ﹤0.01%
278
+264
3508
$2K ﹤0.01%
+70
3509
$2K ﹤0.01%
+250
3510
$2K ﹤0.01%
+700
3511
$2K ﹤0.01%
+1,300
3512
$2K ﹤0.01%
+200
3513
$2K ﹤0.01%
+39
3514
$2K ﹤0.01%
170
+110
3515
$2K ﹤0.01%
+85
3516
$2K ﹤0.01%
+130
3517
$2K ﹤0.01%
133
+13
3518
$2K ﹤0.01%
+78
3519
$2K ﹤0.01%
+122
3520
$2K ﹤0.01%
+200
3521
$2K ﹤0.01%
+200
3522
$2K ﹤0.01%
31
-262
3523
$2K ﹤0.01%
+150
3524
$2K ﹤0.01%
+900
3525
$2K ﹤0.01%
+27
139 140
141
142 143