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
801
$292K 0.02%
13,747
+7,652
802
$291K 0.02%
4,727
+3,113
803
$291K 0.02%
13,606
-11,768
804
$289K 0.02%
13,203
+10,424
805
$288K 0.02%
8,626
+7,749
806
$287K 0.02%
3,034
+2,889
807
$286K 0.02%
11,882
+11,797
808
$286K 0.02%
+1,870
809
$285K 0.02%
5,715
+5,672
810
$284K 0.02%
3,016
+2,388
811
$284K 0.02%
22,658
+13,231
812
$284K 0.02%
+5,633
813
$284K 0.02%
4,645
+4,595
814
$283K 0.02%
2,489
+1,595
815
$282K 0.02%
+18,952
816
$281K 0.02%
+13,500
817
$280K 0.02%
+676
818
$280K 0.02%
3,421
+3,134
819
$279K 0.02%
3,980
+3,952
820
$278K 0.02%
14,804
+14,304
821
$278K 0.02%
5,595
+1,687
822
$278K 0.02%
+20,000
823
$278K 0.02%
+17,700
824
$277K 0.02%
3,737
+3,506
825
$275K 0.02%
+10,487
31 32
33
34 35