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
451
$682K 0.04%
20,971
+5,075
452
$676K 0.04%
28,160
+20,782
453
$675K 0.04%
+6,476
454
$673K 0.04%
43,975
+43,915
455
$671K 0.04%
20,343
-9,266
456
$665K 0.04%
9,182
+9,132
457
$665K 0.04%
+9,851
458
$661K 0.04%
12,284
+2,786
459
$658K 0.04%
7,785
+6,011
460
$657K 0.04%
83,419
-216,457
461
$649K 0.04%
11,110
+3,700
462
$649K 0.04%
+44
463
$647K 0.04%
6,951
+6,704
464
$645K 0.04%
9,705
+3,977
465
$644K 0.04%
12,376
+11,708
466
$644K 0.04%
16,142
-33,417
467
$643K 0.04%
+40,493
468
$642K 0.04%
32,776
+32,651
469
$642K 0.04%
18,905
+16,378
470
$640K 0.04%
23,880
+19,542
471
$639K 0.04%
14,882
+14,802
472
$635K 0.04%
14,179
+12,302
473
$635K 0.04%
+29,706
474
$633K 0.04%
11,627
-34,711
475
$630K 0.04%
26,182
+23,309
17 18
19
20 21