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
826
$273K 0.02%
8,319
+8,181
827
$272K 0.02%
40,761
+39,735
828
$272K 0.02%
16,358
+16,258
829
$271K 0.02%
5,128
+4,767
830
$269K 0.02%
+19,453
831
$269K 0.02%
42,973
+41,713
832
$268K 0.02%
4,966
+4,269
833
$268K 0.02%
49,315
+32,949
834
$266K 0.01%
19,341
+10,622
835
$266K 0.01%
7,912
+409
836
$266K 0.01%
15,985
+11,924
837
$266K 0.01%
4,665
+4,598
838
$264K 0.01%
+1,195
839
$262K 0.01%
11,205
+8,477
840
$262K 0.01%
6,037
+2,761
841
$262K 0.01%
+16,142
842
$260K 0.01%
5,862
+5,240
843
$260K 0.01%
5,268
+2,542
844
$260K 0.01%
31,314
-3,192
845
$259K 0.01%
+3,040
846
$258K 0.01%
5,882
+2,129
847
$258K 0.01%
+5,054
848
$258K 0.01%
+11,966
849
$257K 0.01%
42,000
+40,975
850
$257K 0.01%
4,300
+4,290
32 33
34
35 36