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
526
$527K 0.03%
5,063
+2,523
527
$525K 0.03%
+23,796
528
$525K 0.03%
+8,122
529
$525K 0.03%
50,492
+42,364
530
$524K 0.03%
+22,600
531
$523K 0.03%
22,616
-9,222
532
$522K 0.03%
19,331
+14,520
533
$516K 0.03%
8,273
+7,261
534
$514K 0.03%
2,860
+2,395
535
$510K 0.03%
+11,303
536
$509K 0.03%
21,319
+19,337
537
$508K 0.03%
+30,794
538
$507K 0.03%
13,351
+8,025
539
$504K 0.03%
+29,575
540
$503K 0.03%
34,204
+33,984
541
$502K 0.03%
4,546
+598
542
$499K 0.03%
6,736
+6,723
543
$498K 0.03%
3,910
+2,708
544
$498K 0.03%
+7,036
545
$497K 0.03%
+2,702
546
$496K 0.03%
+54,125
547
$494K 0.03%
+5,807
548
$491K 0.03%
+20,496
549
$491K 0.03%
+10,416
550
$490K 0.03%
+8,157
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