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
1101
$155K 0.01%
+1,911
1102
$155K 0.01%
+10,500
1103
$154K 0.01%
+8,744
1104
$154K 0.01%
+4,685
1105
$154K 0.01%
2,948
+1,784
1106
$154K 0.01%
+1,249
1107
$153K 0.01%
19,856
+9,799
1108
$153K 0.01%
14,697
+12,697
1109
$152K 0.01%
+14,844
1110
$152K 0.01%
+7,372
1111
$151K 0.01%
+4,318
1112
$151K 0.01%
3,337
+1,973
1113
$151K 0.01%
1,198
+1,160
1114
$150K 0.01%
+3,903
1115
$150K 0.01%
+5,048
1116
$149K 0.01%
9,773
+5,673
1117
$149K 0.01%
+10,179
1118
$149K 0.01%
7,205
+3,241
1119
$149K 0.01%
+2,016
1120
$148K 0.01%
2,983
+1,583
1121
$148K 0.01%
+917
1122
$148K 0.01%
6,148
+6,042
1123
$148K 0.01%
3,564
-14,477
1124
$147K 0.01%
1,471
+1,051
1125
$147K 0.01%
7,065
+3,015
43 44
45
46 47