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
3551
$2K ﹤0.01%
190
+177
3552
$2K ﹤0.01%
83
+21
3553
$2K ﹤0.01%
+410
3554
$2K ﹤0.01%
+477
3555
$2K ﹤0.01%
+132
3556
$1K ﹤0.01%
+150
3557
$1K ﹤0.01%
+36
3558
$1K ﹤0.01%
+61
3559
$1K ﹤0.01%
+100
3560
$1K ﹤0.01%
+13
3561
$1K ﹤0.01%
+200
3562
$1K ﹤0.01%
+350
3563
$1K ﹤0.01%
+49
3564
$1K ﹤0.01%
+110
3565
$1K ﹤0.01%
+111
3566
$1K ﹤0.01%
+1,657
3567
$1K ﹤0.01%
+68
3568
$1K ﹤0.01%
+104
3569
$1K ﹤0.01%
+10
3570
$1K ﹤0.01%
+75
3571
$1K ﹤0.01%
+26
3572
$1K ﹤0.01%
+157
3573
$1K ﹤0.01%
+89
3574
$1K ﹤0.01%
+167
3575
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