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
926
$219K 0.01%
6,212
+2,125
927
$219K 0.01%
3,074
+3,045
928
$219K 0.01%
+1,586
929
$218K 0.01%
1,659
+46
930
$218K 0.01%
12,905
+12,533
931
$217K 0.01%
5,372
+4,474
932
$216K 0.01%
+6,480
933
$216K 0.01%
23,722
+22,570
934
$216K 0.01%
4,452
+882
935
$216K 0.01%
+3,844
936
$216K 0.01%
+13,834
937
$215K 0.01%
14,250
938
$214K 0.01%
7,154
+5,272
939
$214K 0.01%
4,952
+3,851
940
$213K 0.01%
+8,250
941
$211K 0.01%
20,944
+19,209
942
$211K 0.01%
5,125
+4,825
943
$210K 0.01%
26,050
+25,250
944
$209K 0.01%
+6,447
945
$209K 0.01%
7,550
+5,845
946
$209K 0.01%
15,080
+14,920
947
$208K 0.01%
5,501
+4,702
948
$208K 0.01%
42,620
+42,110
949
$208K 0.01%
13,328
+13,128
950
$208K 0.01%
3,748
+2,615
36 37
38
39 40