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
3601
$1K ﹤0.01%
+2,253
3602
$1K ﹤0.01%
+22
3603
$1K ﹤0.01%
+67
3604
$1K ﹤0.01%
+33
3605
$1K ﹤0.01%
+21
3606
$1K ﹤0.01%
1,800
+1,700
3607
$1K ﹤0.01%
+28
3608
$1K ﹤0.01%
+16
3609
$1K ﹤0.01%
+100
3610
$1K ﹤0.01%
+18
3611
$1K ﹤0.01%
+305
3612
$1K ﹤0.01%
+13
3613
$1K ﹤0.01%
+9
3614
$1K ﹤0.01%
+11
3615
$1K ﹤0.01%
+100
3616
$1K ﹤0.01%
+230
3617
$1K ﹤0.01%
+5,000
3618
$1K ﹤0.01%
+22
3619
$1K ﹤0.01%
+87
3620
$1K ﹤0.01%
+1,540
3621
$1K ﹤0.01%
+200
3622
$1K ﹤0.01%
+2,362
3623
$1K ﹤0.01%
+200
3624
$1K ﹤0.01%
+98
3625
$1K ﹤0.01%
53
-30,400
143 144
145
146 147