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
601
$430K 0.02%
4,454
+3,089
602
$427K 0.02%
7,228
+4,875
603
$425K 0.02%
+3,937
604
$425K 0.02%
+10,419
605
$423K 0.02%
16,344
+16,233
606
$423K 0.02%
+15,752
607
$422K 0.02%
2,459
+1,810
608
$422K 0.02%
10,028
+9,938
609
$421K 0.02%
30,583
+1,956
610
$419K 0.02%
11,212
+10,983
611
$417K 0.02%
3,887
+2,240
612
$417K 0.02%
6,830
+86
613
$416K 0.02%
+16,734
614
$414K 0.02%
9,887
+7,874
615
$413K 0.02%
21,818
+21,183
616
$413K 0.02%
+1,758
617
$412K 0.02%
3,554
+3,186
618
$412K 0.02%
21,157
+18,330
619
$412K 0.02%
4,908
+4,261
620
$411K 0.02%
5,429
+5,113
621
$411K 0.02%
6,226
-82,029
622
$411K 0.02%
27,405
+24,416
623
$409K 0.02%
+19,846
624
$409K 0.02%
9,350
+8,950
625
$409K 0.02%
9,164
-75,632
23 24
25
26 27