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
3751
$1K ﹤0.01%
+45
3752
$1K ﹤0.01%
+33
3753
$1K ﹤0.01%
+543
3754
$1K ﹤0.01%
+1,700
3755
$1K ﹤0.01%
+33
3756
$1K ﹤0.01%
4
-33
3757
$1K ﹤0.01%
+8
3758
$1K ﹤0.01%
+45
3759
$1K ﹤0.01%
52
+20
3760
$1K ﹤0.01%
+21
3761
$1K ﹤0.01%
10
-4,456
3762
$1K ﹤0.01%
+122
3763
$1K ﹤0.01%
+15
3764
$1K ﹤0.01%
+27
3765
$1K ﹤0.01%
+200
3766
$1K ﹤0.01%
+15
3767
$1K ﹤0.01%
+24
3768
$1K ﹤0.01%
+13
3769
$1K ﹤0.01%
+11
3770
$1K ﹤0.01%
+102
3771
$1K ﹤0.01%
+1
3772
$1K ﹤0.01%
+463
3773
$1K ﹤0.01%
63
+15
3774
$1K ﹤0.01%
+65
3775
$1K ﹤0.01%
+100
149 150
151
152 153