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
651
$388K 0.02%
15,006
+9,089
652
$387K 0.02%
18,517
+17,736
653
$384K 0.02%
10,654
+8,272
654
$383K 0.02%
9,821
+6,506
655
$381K 0.02%
+1,672
656
$380K 0.02%
8,007
+2,423
657
$378K 0.02%
+163,017
658
$377K 0.02%
9,820
-4,116
659
$376K 0.02%
15,113
+15,013
660
$376K 0.02%
16,791
-8,382
661
$376K 0.02%
+8,033
662
$375K 0.02%
4,812
+3,286
663
$374K 0.02%
8,717
+5,548
664
$374K 0.02%
+7,779
665
$372K 0.02%
17,179
+16,379
666
$371K 0.02%
11,771
+5,084
667
$371K 0.02%
+14,882
668
$369K 0.02%
2,976
+2,812
669
$369K 0.02%
7,306
+5,056
670
$368K 0.02%
+28,873
671
$368K 0.02%
7,046
-4,538
672
$367K 0.02%
+23,062
673
$367K 0.02%
15,600
+12,963
674
$367K 0.02%
+3,006
675
$366K 0.02%
50,445
+43,845
25 26
27
28 29