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
3526
$2K ﹤0.01%
+100
3527
$2K ﹤0.01%
+70
3528
$2K ﹤0.01%
+100
3529
$2K ﹤0.01%
+747
3530
$2K ﹤0.01%
334
-1,166
3531
$2K ﹤0.01%
+63
3532
$2K ﹤0.01%
+63
3533
$2K ﹤0.01%
361
+61
3534
$2K ﹤0.01%
+1,000
3535
– –
0
3536
$2K ﹤0.01%
+37
3537
$2K ﹤0.01%
+128
3538
$2K ﹤0.01%
+321
3539
$2K ﹤0.01%
+200
3540
$2K ﹤0.01%
+200
3541
$2K ﹤0.01%
+4,527
3542
$2K ﹤0.01%
160
3543
$2K ﹤0.01%
+150
3544
$2K ﹤0.01%
+28
3545
$2K ﹤0.01%
+300
3546
$2K ﹤0.01%
82
-979
3547
$2K ﹤0.01%
216
3548
$2K ﹤0.01%
+444
3549
$2K ﹤0.01%
+200
3550
$2K ﹤0.01%
+868
140 141
142
143 144