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
851
$256K 0.01%
10,699
+8,493
852
$256K 0.01%
9,060
+6,530
853
$255K 0.01%
+6,055
854
$255K 0.01%
1,615
+1,579
855
$254K 0.01%
+17,246
856
$253K 0.01%
5,731
+3,826
857
$253K 0.01%
8,093
+6,757
858
$253K 0.01%
+9,287
859
$253K 0.01%
4,501
+2,110
860
$251K 0.01%
2,789
+2,635
861
$250K 0.01%
19,125
+18,964
862
$249K 0.01%
+15,856
863
$249K 0.01%
1,505
+949
864
$249K 0.01%
3,761
+3,581
865
$248K 0.01%
3,311
+3,300
866
$248K 0.01%
+12,403
867
$247K 0.01%
8,216
+3,060
868
$246K 0.01%
+6,218
869
$246K 0.01%
+4,513
870
$246K 0.01%
+5,322
871
$245K 0.01%
2,517
+1,630
872
$245K 0.01%
5,787
-6,026
873
$245K 0.01%
5,638
+5,402
874
$245K 0.01%
2,202
+2,086
875
$244K 0.01%
+17,689
33 34
35
36 37