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
1151
$142K 0.01%
+8,143
1152
$142K 0.01%
+9,216
1153
$141K 0.01%
21,544
+21,360
1154
$141K 0.01%
2,782
+2,732
1155
$141K 0.01%
+15,366
1156
$140K 0.01%
1,766
+1,466
1157
$139K 0.01%
+2,458
1158
$139K 0.01%
4,076
+3,676
1159
$139K 0.01%
+833
1160
$138K 0.01%
8,763
+3,634
1161
$138K 0.01%
+5,523
1162
$137K 0.01%
7,658
+7,590
1163
$137K 0.01%
+4,612
1164
$137K 0.01%
+8,046
1165
$137K 0.01%
1,443
+1,413
1166
$137K 0.01%
+9,055
1167
$137K 0.01%
20,490
+16,090
1168
$136K 0.01%
+27,750
1169
$136K 0.01%
2,950
-21,775
1170
$136K 0.01%
3,330
-20,338
1171
$136K 0.01%
15,293
+15,173
1172
$135K 0.01%
8,810
+744
1173
$135K 0.01%
+8,409
1174
$134K 0.01%
+20,634
1175
$134K 0.01%
+3,834
45 46
47
48 49