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
26
$9.28M 0.52%
94,839
+68,806
27
$9.27M 0.52%
277,435
+239,399
28
$9.25M 0.52%
92,189
+82,873
29
$9.21M 0.51%
63,588
+45,998
30
$9.02M 0.5%
155,755
+154,480
31
$8.88M 0.5%
139,569
+118,704
32
$8.82M 0.49%
85,459
+77,538
33
$8.82M 0.49%
103,742
+84,579
34
$8.79M 0.49%
141,502
+98,678
35
$8.77M 0.49%
219,962
+147,827
36
$8.75M 0.49%
62,993
+45,913
37
$8.68M 0.48%
67,959
+56,522
38
$8.53M 0.48%
83,901
+72,548
39
$8.46M 0.47%
+39
40
$8.17M 0.46%
113,902
+102,272
41
$8.13M 0.45%
67,574
+58,399
42
$8.08M 0.45%
76,308
+67,918
43
$8.06M 0.45%
93,917
+82,939
44
$7.73M 0.43%
145,648
+137,056
45
$7.64M 0.43%
142,510
+120,133
46
$7.55M 0.42%
170,509
+154,331
47
$7.12M 0.4%
64,714
+50,347
48
$6.84M 0.38%
59,888
+30,910
49
$6.67M 0.37%
+274,473
50
$6.58M 0.37%
294,143
+189,589
1
2
3 4 5