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
626
$408K 0.02%
+30,450
627
$408K 0.02%
30,342
+28,340
628
$408K 0.02%
34,786
+16,438
629
$407K 0.02%
6,512
+5,132
630
$407K 0.02%
18,887
+18,426
631
$405K 0.02%
8,598
+8,329
632
$405K 0.02%
3,085
+2,552
633
$402K 0.02%
1,852
+1,672
634
$402K 0.02%
+8,731
635
$401K 0.02%
22,200
+7,350
636
$401K 0.02%
+11,576
637
$400K 0.02%
10,928
+4,253
638
$399K 0.02%
6,290
+6,190
639
$399K 0.02%
+53,970
640
$397K 0.02%
16,300
+15,900
641
$397K 0.02%
28,991
+8,512
642
$396K 0.02%
73,048
+35,390
643
$396K 0.02%
6,980
+6,676
644
$395K 0.02%
+6,839
645
$395K 0.02%
+15,804
646
$394K 0.02%
+17,258
647
$392K 0.02%
15,498
+13,746
648
$391K 0.02%
10,974
+9,579
649
$389K 0.02%
2,410
+2,245
650
$388K 0.02%
18,612
+9,800
24 25
26
27 28