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
1351
$97K 0.01%
+4,723
1352
$97K 0.01%
+3,708
1353
$97K 0.01%
1,954
+1,882
1354
$97K 0.01%
2,441
+2,425
1355
$97K 0.01%
111
+110
1356
$96K 0.01%
7,833
+3,133
1357
$96K 0.01%
5,782
+4,982
1358
$96K 0.01%
1,673
-569
1359
$96K 0.01%
+2,536
1360
$96K 0.01%
+11,077
1361
$96K 0.01%
3,925
+3,910
1362
$96K 0.01%
8,026
+4,683
1363
$96K 0.01%
5,248
+2,642
1364
$96K 0.01%
+5,767
1365
$95K 0.01%
+5,797
1366
$95K 0.01%
6,640
+4,768
1367
$95K 0.01%
5,343
-423
1368
$95K 0.01%
2,199
+469
1369
$95K 0.01%
+3,408
1370
$94K 0.01%
+6,057
1371
$94K 0.01%
4,665
+4,638
1372
$94K 0.01%
+8,460
1373
$94K 0.01%
7,724
+3,624
1374
$93K 0.01%
1,401
+1,383
1375
$93K 0.01%
+3,330
53 54
55
56 57