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
976
$196K 0.01%
2,664
+2,052
977
$195K 0.01%
6,561
+2,261
978
$194K 0.01%
+10,050
979
$194K 0.01%
1,450
+543
980
$194K 0.01%
+137,651
981
$193K 0.01%
2,909
+2,904
982
$193K 0.01%
+10,669
983
$192K 0.01%
3,451
-2,749
984
$192K 0.01%
+9,406
985
$192K 0.01%
6,787
+3,656
986
$192K 0.01%
3,002
+2,602
987
$192K 0.01%
2,805
+2,419
988
$192K 0.01%
1,889
+580
989
$191K 0.01%
5,098
+4,272
990
$190K 0.01%
+11,675
991
$190K 0.01%
+17,279
992
$190K 0.01%
+7,360
993
$190K 0.01%
22,952
+14,392
994
$190K 0.01%
5,444
+5,222
995
$189K 0.01%
2,479
-3,116
996
$189K 0.01%
+4,291
997
$189K 0.01%
+9,321
998
$188K 0.01%
4,853
+3,766
999
$187K 0.01%
+17,693
1000
$186K 0.01%
8,068
+4,668
38 39
40
41 42