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
1026
$178K 0.01%
5,296
+5,271
1027
$178K 0.01%
1,215
+649
1028
$177K 0.01%
+2,464
1029
$177K 0.01%
6,991
+4,340
1030
$177K 0.01%
+4,842
1031
$177K 0.01%
49,000
-15
1032
$176K 0.01%
+5,185
1033
$176K 0.01%
+12,166
1034
$175K 0.01%
7,383
+6,397
1035
$175K 0.01%
+20,007
1036
$175K 0.01%
+250
1037
$174K 0.01%
1,321
+1,258
1038
$174K 0.01%
9,130
-24,580
1039
$174K 0.01%
6,273
+5,751
1040
$174K 0.01%
3,259
+1,217
1041
$173K 0.01%
+3,084
1042
$173K 0.01%
2,649
+2,124
1043
$173K 0.01%
16,265
+16,141
1044
$173K 0.01%
+6,800
1045
$173K 0.01%
16,376
+16,326
1046
$172K 0.01%
3,167
+2,031
1047
$172K 0.01%
30,278
+24,638
1048
$172K 0.01%
+4,200
1049
$172K 0.01%
+7,578
1050
$171K 0.01%
+2,192
40 41
42
43 44