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
1126
$147K 0.01%
2,865
+2,615
1127
$147K 0.01%
1,321
+685
1128
$147K 0.01%
6,030
+5,613
1129
$147K 0.01%
6,407
+2,380
1130
$147K 0.01%
+13,136
1131
$146K 0.01%
+9,676
1132
$146K 0.01%
9,105
-9,693
1133
$146K 0.01%
6,340
+5,690
1134
$146K 0.01%
5,795
+4,595
1135
$146K 0.01%
12,279
+11,804
1136
$145K 0.01%
3,091
-20,732
1137
$145K 0.01%
+3,179
1138
$145K 0.01%
+40,317
1139
$145K 0.01%
+1,191
1140
$145K 0.01%
+4,516
1141
$144K 0.01%
+2,340
1142
$144K 0.01%
+3,204
1143
$144K 0.01%
+4,322
1144
$144K 0.01%
8,711
+7,382
1145
$143K 0.01%
13,986
+7,048
1146
$143K 0.01%
29,155
+28,980
1147
$143K 0.01%
1,549
+1,536
1148
$143K 0.01%
150
+132
1149
$142K 0.01%
5,189
+210
1150
$142K 0.01%
2,629
+2,111
44 45
46
47 48