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
1276
$109K 0.01%
3,601
-156
1277
$109K 0.01%
4,312
+2,912
1278
$109K 0.01%
567
-2,298
1279
$109K 0.01%
+5,173
1280
$109K 0.01%
5,597
+5,495
1281
$109K 0.01%
+2,797
1282
$109K 0.01%
+4,289
1283
$109K 0.01%
4,290
+254
1284
$109K 0.01%
+4,265
1285
$109K 0.01%
+2,877
1286
$108K 0.01%
+18,740
1287
$108K 0.01%
+8,506
1288
$108K 0.01%
477
+416
1289
$108K 0.01%
765
+751
1290
$108K 0.01%
+1,715
1291
$108K 0.01%
+1,683
1292
$108K 0.01%
+1,893
1293
$108K 0.01%
+6,499
1294
$107K 0.01%
8,222
+7,222
1295
$107K 0.01%
3,906
-34,773
1296
$107K 0.01%
+30
1297
$107K 0.01%
6,225
-1,735
1298
$107K 0.01%
+24,000
1299
$107K 0.01%
+6,521
1300
$106K 0.01%
+6,233
50 51
52
53 54