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
1076
$165K 0.01%
7,619
+5,466
1077
$165K 0.01%
11,012
+8,955
1078
$165K 0.01%
8,598
+8,433
1079
$163K 0.01%
+618
1080
$163K 0.01%
+6,142
1081
$162K 0.01%
2,263
+2,180
1082
$161K 0.01%
17,407
+17,057
1083
$161K 0.01%
8,503
+6,457
1084
$160K 0.01%
+10,150
1085
$160K 0.01%
3,272
+3,191
1086
$160K 0.01%
3,865
+2,582
1087
$160K 0.01%
+6,740
1088
$159K 0.01%
7,216
+1,146
1089
$159K 0.01%
+3,489
1090
$158K 0.01%
12,919
+10,625
1091
$158K 0.01%
1,391
+1,278
1092
$158K 0.01%
2,349
+2,281
1093
$158K 0.01%
+16,485
1094
$158K 0.01%
2,600
+2,575
1095
$158K 0.01%
+745
1096
$157K 0.01%
22,658
+22,526
1097
$157K 0.01%
+4,372
1098
$157K 0.01%
+9,391
1099
$156K 0.01%
18,382
+14,289
1100
$156K 0.01%
16,180
+16,044
42 43
44
45 46