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
351
$1.01M 0.06%
49,255
+43,391
352
$1.01M 0.06%
22,037
+21,355
353
$1.01M 0.06%
22,349
+19,079
354
$1.01M 0.06%
+36,500
355
$1M 0.06%
108,229
+103,450
356
$991K 0.06%
7,525
+6,288
357
$989K 0.06%
11,107
+10,004
358
$988K 0.06%
21,923
+10,090
359
$988K 0.06%
41,541
+40,531
360
$982K 0.05%
34,776
+34,564
361
$979K 0.05%
+31,892
362
$979K 0.05%
17,471
+5,967
363
$973K 0.05%
36,198
+36,093
364
$959K 0.05%
36,424
+33,108
365
$954K 0.05%
16,193
+7,557
366
$943K 0.05%
84,680
+36,827
367
$939K 0.05%
23,084
+21,530
368
$934K 0.05%
20,295
+19,642
369
$929K 0.05%
54,934
+44,811
370
$924K 0.05%
8,184
+8,078
371
$923K 0.05%
20,548
+6,302
372
$921K 0.05%
61,944
+59,401
373
$920K 0.05%
42,973
+36,873
374
$909K 0.05%
14,058
+13,000
375
$904K 0.05%
36,937
+34,964
13 14
15
16 17