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
76
$4.84M 0.27%
35,175
+31,692
77
$4.82M 0.27%
147,968
+116,868
78
$4.73M 0.26%
134,540
+92,720
79
$4.72M 0.26%
64,817
+59,966
80
$4.71M 0.26%
69,048
+59,658
81
$4.68M 0.26%
+34,700
82
$4.61M 0.26%
189,441
+132,960
83
$4.61M 0.26%
144,774
+142,996
84
$4.58M 0.26%
73,915
+64,347
85
$4.53M 0.25%
16,654
+13,394
86
$4.26M 0.24%
338,720
+247,729
87
$4.09M 0.23%
73,271
+30,403
88
$4.06M 0.23%
35,305
+16,022
89
$4.03M 0.23%
112,680
+21,000
90
$4M 0.22%
27,344
+23,839
91
$3.94M 0.22%
94,225
+22,699
92
$3.94M 0.22%
75,032
+67,526
93
$3.87M 0.22%
35,896
+31,763
94
$3.79M 0.21%
57,053
+47,069
95
$3.77M 0.21%
107,139
+79,089
96
$3.7M 0.21%
23,586
+19,640
97
$3.56M 0.2%
40,188
+33,417
98
$3.51M 0.2%
43,304
+39,787
99
$3.49M 0.19%
80,013
+72,754
100
$3.48M 0.19%
136,540
+103,307
2 3
4
5 6