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
3651
$1K ﹤0.01%
44
+31
3652
$1K ﹤0.01%
+34
3653
$1K ﹤0.01%
+21
3654
$1K ﹤0.01%
+218
3655
$1K ﹤0.01%
+200
3656
$1K ﹤0.01%
257
3657
$1K ﹤0.01%
8
-334
3658
$1K ﹤0.01%
+166
3659
$1K ﹤0.01%
+30
3660
$1K ﹤0.01%
42
-16,998
3661
$1K ﹤0.01%
+56
3662
– –
0
3663
$1K ﹤0.01%
+62
3664
$1K ﹤0.01%
70
-22,361
3665
$1K ﹤0.01%
+305
3666
$1K ﹤0.01%
+21
3667
$1K ﹤0.01%
+17
3668
$1K ﹤0.01%
+32
3669
$1K ﹤0.01%
+156
3670
$1K ﹤0.01%
35
+17
3671
$1K ﹤0.01%
+61
3672
$1K ﹤0.01%
+31
3673
$1K ﹤0.01%
+80
3674
$1K ﹤0.01%
+191
3675
$1K ﹤0.01%
+20
145 146
147
148 149