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
551
$489K 0.03%
8,951
+8,877
552
$488K 0.03%
15,365
+14,441
553
$487K 0.03%
13,953
-8,791
554
$486K 0.03%
+22,058
555
$485K 0.03%
8,523
+6,571
556
$481K 0.03%
20,171
+20,023
557
$480K 0.03%
5,047
+3,156
558
$479K 0.03%
3,226
+1,005
559
$479K 0.03%
8,168
+1,815
560
$477K 0.03%
48,543
+46,880
561
$477K 0.03%
44,912
+32,238
562
$475K 0.03%
68,519
-14,830
563
$471K 0.03%
12,887
+9,357
564
$471K 0.03%
+7,559
565
$469K 0.03%
32,615
+32,349
566
$468K 0.03%
3,126
+2,966
567
$467K 0.03%
13,241
+9,054
568
$467K 0.03%
7,270
+4,614
569
$467K 0.03%
11,817
+11,104
570
$466K 0.03%
15,674
+15,574
571
$466K 0.03%
56,672
+47,242
572
$465K 0.03%
26,437
+23,354
573
$465K 0.03%
+11,850
574
$463K 0.03%
9,169
+5,436
575
$463K 0.03%
+10,496
21 22
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