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
101
$3.47M 0.19%
172,134
+150,730
102
$3.45M 0.19%
32,251
+25,371
103
$3.44M 0.19%
+53,012
104
$3.43M 0.19%
45,227
+36,895
105
$3.41M 0.19%
+130,117
106
$3.4M 0.19%
137,856
+102,344
107
$3.4M 0.19%
30,067
+19,295
108
$3.38M 0.19%
121,886
+80,173
109
$3.37M 0.19%
29,539
+17,267
110
$3.31M 0.19%
17,247
+6,837
111
$3.25M 0.18%
28,242
+17,400
112
$3.25M 0.18%
+88,703
113
$3.24M 0.18%
37,746
-30,318
114
$3.21M 0.18%
32,506
+6,987
115
$3.2M 0.18%
58,014
+52,933
116
$3.17M 0.18%
40,695
+35,780
117
$3.15M 0.18%
+58,483
118
$3.15M 0.18%
176,442
+139,724
119
$3.15M 0.18%
116,810
+10,398
120
$3.11M 0.17%
35,303
+27,198
121
$3.04M 0.17%
26,034
+17,088
122
$3.02M 0.17%
24,397
+18,537
123
$2.99M 0.17%
50,623
+50,209
124
$2.99M 0.17%
159,693
+111,069
125
$2.96M 0.17%
41,551
+30,637
3 4
5
6 7