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
3676
– –
0
3677
$1K ﹤0.01%
+100
3678
$1K ﹤0.01%
+120
3679
$1K ﹤0.01%
+96
3680
$1K ﹤0.01%
+38
3681
$1K ﹤0.01%
+1,000
3682
$1K ﹤0.01%
173
+147
3683
$1K ﹤0.01%
128
-10,872
3684
$1K ﹤0.01%
+7
3685
$1K ﹤0.01%
150
+50
3686
$1K ﹤0.01%
35
-217
3687
$1K ﹤0.01%
+46
3688
$1K ﹤0.01%
+10
3689
$1K ﹤0.01%
+25
3690
$1K ﹤0.01%
+30
3691
$1K ﹤0.01%
+5
3692
$1K ﹤0.01%
+58
3693
$1K ﹤0.01%
+37
3694
$1K ﹤0.01%
+200
3695
$1K ﹤0.01%
+80
3696
$1K ﹤0.01%
+102
3697
$1K ﹤0.01%
+60
3698
$1K ﹤0.01%
+30
3699
$1K ﹤0.01%
+56
3700
$1K ﹤0.01%
15
-48
146 147
148
149 150