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
751
$324K 0.02%
17,837
+10,647
752
$324K 0.02%
38,027
+30,799
753
$324K 0.02%
3,788
+1,947
754
$323K 0.02%
14,977
+14,940
755
$322K 0.02%
12,764
-21,076
756
$322K 0.02%
10,468
+8,115
757
$321K 0.02%
6,320
+5,320
758
$321K 0.02%
39,685
+36,710
759
$321K 0.02%
4,319
-6,507
760
$320K 0.02%
3,338
+3,323
761
$319K 0.02%
+3,021
762
$319K 0.02%
29,477
+27,697
763
$318K 0.02%
+4,491
764
$318K 0.02%
+9,196
765
$316K 0.02%
4,647
-2,017
766
$313K 0.02%
38,403
+34,372
767
$313K 0.02%
11,934
+9,704
768
$313K 0.02%
5,395
+5,182
769
$312K 0.02%
9,230
+9,035
770
$311K 0.02%
9,257
+7,718
771
$310K 0.02%
6,130
+3,868
772
$310K 0.02%
3,118
+2,918
773
$309K 0.02%
+2,867
774
$308K 0.02%
3,212
+1,862
775
$307K 0.02%
9,212
+9,198
29 30
31
32 33