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
1176
$133K 0.01%
4,063
+1,363
1177
$133K 0.01%
3,730
+1,140
1178
$133K 0.01%
12,023
+1,476
1179
$133K 0.01%
5,125
+4,725
1180
$132K 0.01%
7,258
+933
1181
$132K 0.01%
3,420
+3,177
1182
$132K 0.01%
3,690
+1,902
1183
$131K 0.01%
338
1184
$131K 0.01%
+3,930
1185
$131K 0.01%
944
+841
1186
$131K 0.01%
8,379
+6,619
1187
$131K 0.01%
+4,183
1188
$130K 0.01%
7,268
+6,968
1189
$130K 0.01%
+7,888
1190
$130K 0.01%
+10,324
1191
$130K 0.01%
3,711
+3,472
1192
$130K 0.01%
10,844
+10,385
1193
$130K 0.01%
5,239
-16,522
1194
$130K 0.01%
+5,056
1195
$130K 0.01%
+2,905
1196
$130K 0.01%
+2,155
1197
$129K 0.01%
+7,514
1198
$128K 0.01%
1,994
+1,984
1199
$128K 0.01%
+4,080
1200
$128K 0.01%
7,712
+7,676
46 47
48
49 50