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
726
$337K 0.02%
10,435
+9,635
727
$336K 0.02%
13,376
-6,948
728
$336K 0.02%
+9,250
729
$335K 0.02%
3,559
+2,257
730
$335K 0.02%
5,908
-29
731
$334K 0.02%
+7,130
732
$334K 0.02%
+15,386
733
$333K 0.02%
+13,760
734
$332K 0.02%
2,013
+1,358
735
$332K 0.02%
6,058
+4,994
736
$332K 0.02%
+11,559
737
$331K 0.02%
1,368
+881
738
$331K 0.02%
+8,599
739
$331K 0.02%
12,730
+12,066
740
$329K 0.02%
7,009
+6,056
741
$328K 0.02%
5,161
+4,895
742
$328K 0.02%
7,989
+6,559
743
$328K 0.02%
+12,122
744
$327K 0.02%
7,103
+4,951
745
$327K 0.02%
15,337
-7,941
746
$326K 0.02%
9,928
+2,680
747
$326K 0.02%
4,964
+4,914
748
$325K 0.02%
6,695
+5,635
749
$325K 0.02%
3,901
+1,093
750
$325K 0.02%
8,179
+8,166
28 29
30
31 32