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
1001
$186K 0.01%
+13,055
1002
$186K 0.01%
4,305
+4,226
1003
$185K 0.01%
2,494
+794
1004
$185K 0.01%
+20,058
1005
$185K 0.01%
+2,173
1006
$185K 0.01%
+3,519
1007
$184K 0.01%
13,568
+3,431
1008
$184K 0.01%
2,383
+818
1009
$184K 0.01%
5,681
+4,844
1010
$184K 0.01%
+13,802
1011
$184K 0.01%
19,156
+19,126
1012
$184K 0.01%
+1,760
1013
$183K 0.01%
1,803
-186
1014
$183K 0.01%
2,610
+2,233
1015
$182K 0.01%
7,289
+706
1016
$182K 0.01%
212
+101
1017
$181K 0.01%
1,006
+944
1018
$181K 0.01%
6,532
-5,655
1019
$181K 0.01%
3,140
+1,430
1020
$181K 0.01%
1,552
+380
1021
$181K 0.01%
+16,635
1022
$180K 0.01%
1,813
+1,543
1023
$180K 0.01%
+2,644
1024
$179K 0.01%
3,296
+2,205
1025
$178K 0.01%
2,662
-6,939
39 40
41
42 43