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
876
$244K 0.01%
+1,675
877
$243K 0.01%
+31,183
878
$242K 0.01%
4,865
+3,350
879
$241K 0.01%
11,986
+10,686
880
$241K 0.01%
9,498
+7,382
881
$241K 0.01%
5,816
+4,362
882
$241K 0.01%
7,946
+7,037
883
$241K 0.01%
10,884
+9,824
884
$240K 0.01%
+10,272
885
$240K 0.01%
204,600
+84,400
886
$240K 0.01%
8,283
+8,009
887
$240K 0.01%
5,061
+584
888
$239K 0.01%
8,019
-189,714
889
$239K 0.01%
4,413
+1,210
890
$238K 0.01%
10,298
+8,803
891
$238K 0.01%
+29,663
892
$235K 0.01%
21,721
+13,594
893
$235K 0.01%
15,797
+9,797
894
$235K 0.01%
8,735
+6,510
895
$235K 0.01%
+4,842
896
$234K 0.01%
17,085
+11,623
897
$234K 0.01%
+15,454
898
$233K 0.01%
+3,133
899
$233K 0.01%
18,907
+18,582
900
$233K 0.01%
32,678
+30,867
34 35
36
37 38