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
576
$462K 0.03%
14,296
+13,784
577
$459K 0.03%
8,975
+2,805
578
$458K 0.03%
+36,157
579
$457K 0.03%
4,192
+3,195
580
$456K 0.03%
+7,640
581
$456K 0.03%
+29,369
582
$456K 0.03%
+9,121
583
$454K 0.03%
18,401
+18,256
584
$452K 0.03%
3,912
+3,577
585
$452K 0.03%
4,606
+3,724
586
$448K 0.03%
26,412
+15,286
587
$446K 0.02%
4,905
+4,631
588
$445K 0.02%
139,012
+122,975
589
$444K 0.02%
9,383
+7,640
590
$444K 0.02%
7,087
+7,040
591
$443K 0.02%
8,268
+6,666
592
$442K 0.02%
9,282
+8,751
593
$442K 0.02%
8,799
+8,669
594
$441K 0.02%
6,902
+6,453
595
$440K 0.02%
16,019
+15,219
596
$440K 0.02%
10,625
+9,633
597
$435K 0.02%
44,054
+37,604
598
$435K 0.02%
+3,479
599
$433K 0.02%
+20,147
600
$432K 0.02%
19,396
+19,289
22 23
24
25 26