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
3576
$1K ﹤0.01%
+33
3577
$1K ﹤0.01%
+2
3578
$1K ﹤0.01%
+831
3579
$1K ﹤0.01%
+60
3580
$1K ﹤0.01%
+500
3581
$1K ﹤0.01%
+21
3582
$1K ﹤0.01%
+100
3583
$1K ﹤0.01%
+63
3584
$1K ﹤0.01%
+62
3585
$1K ﹤0.01%
+85
3586
$1K ﹤0.01%
+150
3587
$1K ﹤0.01%
+3,619
3588
$1K ﹤0.01%
+15
3589
$1K ﹤0.01%
753
+730
3590
$1K ﹤0.01%
+56
3591
$1K ﹤0.01%
+26
3592
$1K ﹤0.01%
+55
3593
$1K ﹤0.01%
+18
3594
$1K ﹤0.01%
+4,000
3595
$1K ﹤0.01%
+100
3596
– –
0
3597
$1K ﹤0.01%
+1,000
3598
$1K ﹤0.01%
+40
3599
$1K ﹤0.01%
+18
3600
$1K ﹤0.01%
+124
142 143
144
145 146