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
401
$805K 0.04%
27,765
+22,307
402
$803K 0.04%
+75,620
403
$803K 0.04%
+20,528
404
$801K 0.04%
+37,600
405
$795K 0.04%
15,841
-27,641
406
$791K 0.04%
16,160
+7,983
407
$791K 0.04%
25,195
-9,339
408
$788K 0.04%
21,638
+17,392
409
$788K 0.04%
7,411
+7,383
410
$786K 0.04%
3,227
+2,987
411
$785K 0.04%
15,875
+14,153
412
$781K 0.04%
25,287
+20,706
413
$778K 0.04%
13,026
+10,946
414
$776K 0.04%
18,630
+18,604
415
$774K 0.04%
14,963
+14,933
416
$770K 0.04%
12,672
+10,524
417
$766K 0.04%
16,530
+14,637
418
$765K 0.04%
28,438
+25,362
419
$761K 0.04%
19,008
+17,478
420
$755K 0.04%
+6,714
421
$752K 0.04%
+16,095
422
$748K 0.04%
7,308
+3,971
423
$745K 0.04%
16,238
+13,782
424
$745K 0.04%
14,398
+13,567
425
$744K 0.04%
+42,033
15 16
17
18 19