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
1051
$171K 0.01%
+6,327
1052
$170K 0.01%
11,973
+5,504
1053
$170K 0.01%
3,306
+1,816
1054
$170K 0.01%
3,307
+1,326
1055
$170K 0.01%
+5,546
1056
$170K 0.01%
1,859
+1,399
1057
$170K 0.01%
45,860
+10,360
1058
$170K 0.01%
+10,983
1059
$169K 0.01%
+6,065
1060
$169K 0.01%
36,179
+29,604
1061
$169K 0.01%
3,384
+2,242
1062
$169K 0.01%
2,091
+1,735
1063
$168K 0.01%
+6,520
1064
$168K 0.01%
+6,615
1065
$168K 0.01%
8,202
+7,488
1066
$168K 0.01%
+3,608
1067
$167K 0.01%
+6,856
1068
$167K 0.01%
5,817
+3,367
1069
$167K 0.01%
11,921
+11,446
1070
$167K 0.01%
+883
1071
$167K 0.01%
+19,296
1072
$166K 0.01%
2,188
+2,035
1073
$166K 0.01%
7,992
+5,650
1074
$166K 0.01%
5,313
+1,539
1075
$165K 0.01%
7,106
+7,066
41 42
43
44 45