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
3726
$1K ﹤0.01%
104
+4
3727
$1K ﹤0.01%
+9
3728
$1K ﹤0.01%
+21
3729
$1K ﹤0.01%
+24
3730
$1K ﹤0.01%
+29
3731
$1K ﹤0.01%
+10
3732
$1K ﹤0.01%
+42
3733
$1K ﹤0.01%
+15
3734
$1K ﹤0.01%
+34
3735
$1K ﹤0.01%
+225
3736
$1K ﹤0.01%
+100
3737
$1K ﹤0.01%
+300
3738
$1K ﹤0.01%
+3
3739
– –
0
3740
$1K ﹤0.01%
27
-6,276
3741
$1K ﹤0.01%
+26
3742
$1K ﹤0.01%
+8
3743
$1K ﹤0.01%
+57
3744
$1K ﹤0.01%
2,665
+2,657
3745
$1K ﹤0.01%
+100
3746
$1K ﹤0.01%
14
-255
3747
$1K ﹤0.01%
231
3748
$1K ﹤0.01%
+96
3749
$1K ﹤0.01%
+26
3750
$1K ﹤0.01%
+50
148 149
150
151 152