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
1226
$121K 0.01%
12,533
+12,516
1227
$121K 0.01%
+19,954
1228
$121K 0.01%
+2,542
1229
$120K 0.01%
+1,176
1230
$120K 0.01%
9,217
+4,544
1231
$120K 0.01%
+7,597
1232
$119K 0.01%
6,214
+6,186
1233
$119K 0.01%
+3,007
1234
$119K 0.01%
+4,352
1235
$118K 0.01%
+1,681
1236
$117K 0.01%
2,288
+1,786
1237
$117K 0.01%
1,673
+1,043
1238
$117K 0.01%
3,119
+2,719
1239
$117K 0.01%
+4,321
1240
$116K 0.01%
2,174
+1,130
1241
$116K 0.01%
3,323
+2,965
1242
$116K 0.01%
+5,232
1243
$116K 0.01%
3,575
+2,950
1244
$116K 0.01%
3,971
+3,172
1245
$116K 0.01%
2,663
+2,431
1246
$116K 0.01%
+2,250
1247
$115K 0.01%
3,085
-5,325
1248
$115K 0.01%
+5,096
1249
$115K 0.01%
328
+303
1250
$114K 0.01%
7,820
-2,730
48 49
50
51 52