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
476
$629K 0.04%
+24,255
477
$625K 0.03%
22,240
+21,659
478
$621K 0.03%
2,715
+2,325
479
$619K 0.03%
9,214
+9,025
480
$617K 0.03%
25,234
+23,875
481
$617K 0.03%
19,382
+7,004
482
$615K 0.03%
+45,714
483
$608K 0.03%
30,663
+21,748
484
$608K 0.03%
24,580
+23,425
485
$608K 0.03%
12,152
+10,952
486
$604K 0.03%
7,770
+7,038
487
$601K 0.03%
1,755
+1,308
488
$601K 0.03%
12,865
+10,549
489
$601K 0.03%
25,372
+21,283
490
$600K 0.03%
6,002
+4,306
491
$598K 0.03%
8,191
+7,430
492
$597K 0.03%
29,145
+19,122
493
$596K 0.03%
11,026
+8,192
494
$591K 0.03%
9,788
+8,914
495
$586K 0.03%
7,679
+7,570
496
$586K 0.03%
14,769
+14,089
497
$585K 0.03%
8,049
+6,436
498
$583K 0.03%
12,175
+8,775
499
$581K 0.03%
10,141
+10,071
500
$580K 0.03%
+14,480
18 19
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