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
426
$744K 0.04%
18,968
+4,438
427
$739K 0.04%
+44,224
428
$736K 0.04%
24,829
+22,881
429
$736K 0.04%
+31,579
430
$733K 0.04%
14,446
+14,396
431
$731K 0.04%
11,281
+11,044
432
$729K 0.04%
+63,764
433
$728K 0.04%
13,518
+13,275
434
$719K 0.04%
14,915
+13,365
435
$713K 0.04%
6,224
-14,310
436
$710K 0.04%
23,325
-3,702
437
$710K 0.04%
38,925
+32,570
438
$705K 0.04%
8,444
+8,144
439
$705K 0.04%
21,588
+20,399
440
$703K 0.04%
26,691
+24,777
441
$703K 0.04%
+10,694
442
$703K 0.04%
29,311
-204,718
443
$702K 0.04%
+6,785
444
$701K 0.04%
16,746
+13,978
445
$701K 0.04%
8,980
+4,256
446
$699K 0.04%
+27,434
447
$695K 0.04%
88,823
+72,571
448
$694K 0.04%
17,913
+9,109
449
$693K 0.04%
31,000
+28,990
450
$683K 0.04%
5,597
-312
16 17
18
19 20