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
51
$6.47M 0.36%
487,233
+409,368
52
$6.43M 0.36%
139,098
+113,152
53
$6.42M 0.36%
195,864
+153,698
54
$6.28M 0.35%
70,231
+65,891
55
$6.26M 0.35%
75,211
+44,207
56
$6.25M 0.35%
75,075
+70,460
57
$6.2M 0.35%
50,528
+30,380
58
$6.11M 0.34%
83,110
+71,867
59
$5.88M 0.33%
77,135
+73,598
60
$5.83M 0.33%
68,412
+20,399
61
$5.82M 0.32%
112,141
-15,428
62
$5.79M 0.32%
143,613
+132,491
63
$5.74M 0.32%
98,796
-187,724
64
$5.71M 0.32%
43,940
+36,426
65
$5.69M 0.32%
41,171
+37,639
66
$5.65M 0.32%
119,463
+97,633
67
$5.52M 0.31%
152,503
+52,928
68
$5.52M 0.31%
192,303
+163,787
69
$5.46M 0.31%
76,457
+39,591
70
$5.45M 0.3%
43,099
+22,752
71
$5.42M 0.3%
94,866
+68,767
72
$5.4M 0.3%
80,387
+75,419
73
$5.36M 0.3%
36,949
+28,997
74
$5.17M 0.29%
146,117
-5,859
75
$4.96M 0.28%
90,276
+81,808
1 2
3
4 5