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
3701
$1K ﹤0.01%
51
+24
3702
$1K ﹤0.01%
23
+11
3703
$1K ﹤0.01%
15
-55
3704
$1K ﹤0.01%
+21
3705
$1K ﹤0.01%
+160
3706
$1K ﹤0.01%
27
-14
3707
$1K ﹤0.01%
+60
3708
$1K ﹤0.01%
+39
3709
$1K ﹤0.01%
+26
3710
$1K ﹤0.01%
+17
3711
$1K ﹤0.01%
+34
3712
$1K ﹤0.01%
+51
3713
$1K ﹤0.01%
+20
3714
$1K ﹤0.01%
+75
3715
$1K ﹤0.01%
35
-8
3716
$1K ﹤0.01%
+188
3717
$1K ﹤0.01%
+2,000
3718
$1K ﹤0.01%
+22
3719
$1K ﹤0.01%
+638
3720
$1K ﹤0.01%
+100
3721
$1K ﹤0.01%
28
-659
3722
$1K ﹤0.01%
+60
3723
$1K ﹤0.01%
+67
3724
$1K ﹤0.01%
+9
3725
$1K ﹤0.01%
36
+17
147 148
149
150 151