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
3626
$1K ﹤0.01%
+100
3627
$1K ﹤0.01%
+61
3628
$1K ﹤0.01%
+20
3629
$1K ﹤0.01%
+50
3630
$1K ﹤0.01%
+2
3631
$1K ﹤0.01%
75
-1,365
3632
$1K ﹤0.01%
109
-138
3633
$1K ﹤0.01%
+168
3634
$1K ﹤0.01%
+102
3635
$1K ﹤0.01%
+63
3636
$1K ﹤0.01%
+79
3637
$1K ﹤0.01%
+41
3638
$1K ﹤0.01%
79
+31
3639
$1K ﹤0.01%
58
+54
3640
$1K ﹤0.01%
+8
3641
$1K ﹤0.01%
+37
3642
$1K ﹤0.01%
+100
3643
$1K ﹤0.01%
+21
3644
$1K ﹤0.01%
21
-1,761
3645
$1K ﹤0.01%
17
3646
$1K ﹤0.01%
+100
3647
$1K ﹤0.01%
+45
3648
$1K ﹤0.01%
34
3649
$1K ﹤0.01%
+250
3650
$1K ﹤0.01%
+42
144 145
146
147 148