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
501
$579K 0.03%
+21,825
502
$579K 0.03%
21,433
+8,242
503
$575K 0.03%
31,996
+20,651
504
$575K 0.03%
35,530
+34,140
505
$575K 0.03%
19,329
+16,510
506
$570K 0.03%
+28,549
507
$568K 0.03%
24,548
+23,383
508
$564K 0.03%
+37,940
509
$563K 0.03%
18,652
+17,287
510
$559K 0.03%
14,386
+5,023
511
$558K 0.03%
+101,515
512
$557K 0.03%
4,850
+4,754
513
$557K 0.03%
10,306
+9,941
514
$555K 0.03%
5,976
+4,996
515
$549K 0.03%
8,682
+6,846
516
$548K 0.03%
7,411
+5,414
517
$548K 0.03%
+24,066
518
$546K 0.03%
6,720
+4,050
519
$544K 0.03%
16,353
+14,667
520
$542K 0.03%
36,112
+35,647
521
$537K 0.03%
32,585
+23,915
522
$536K 0.03%
6,748
+6,391
523
$533K 0.03%
23,483
+22,513
524
$530K 0.03%
5,409
+5,190
525
$528K 0.03%
4,039
+3,653
19 20
21
22 23