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
376
$899K 0.05%
14,349
+11,848
377
$899K 0.05%
14,187
+14,083
378
$898K 0.05%
104,900
+100,397
379
$890K 0.05%
12,661
+10,984
380
$889K 0.05%
19,845
+17,231
381
$886K 0.05%
+11,690
382
$884K 0.05%
+14,977
383
$864K 0.05%
7,209
+6,878
384
$847K 0.05%
15,127
+11,544
385
$846K 0.05%
27,530
+26,922
386
$839K 0.05%
119,297
+104,297
387
$838K 0.05%
15,844
+13,063
388
$838K 0.05%
4,491
+2,466
389
$832K 0.05%
10,625
+9,718
390
$828K 0.05%
21,590
+20,341
391
$826K 0.05%
8,494
+5,742
392
$824K 0.05%
20,747
+18,771
393
$817K 0.05%
18,075
+17,481
394
$817K 0.05%
+18,913
395
$817K 0.05%
24,228
+6,512
396
$817K 0.05%
30,735
+27,802
397
$814K 0.05%
11,638
+10,879
398
$814K 0.05%
18,295
+14,798
399
$812K 0.05%
+29,889
400
$810K 0.05%
3,169
+2,768
14 15
16
17 18