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
1376
$93K 0.01%
2,378
+1,555
1377
$93K 0.01%
+34,840
1378
$93K 0.01%
5,949
+5,209
1379
$93K 0.01%
+6,646
1380
$93K 0.01%
+1,797
1381
$92K 0.01%
4,910
+4,110
1382
$92K 0.01%
+3,006
1383
$92K 0.01%
+1,335
1384
$92K 0.01%
1,244
+1,058
1385
$92K 0.01%
+19,511
1386
$92K 0.01%
+10,400
1387
$92K 0.01%
11,308
+10,922
1388
$92K 0.01%
2,233
+2,033
1389
$91K 0.01%
1,681
+1,585
1390
$91K 0.01%
7,298
+2,899
1391
$91K 0.01%
+8,485
1392
$91K 0.01%
8,267
+7,657
1393
$91K 0.01%
+3,263
1394
$91K 0.01%
810
+300
1395
$91K 0.01%
2,710
+39
1396
$91K 0.01%
1,360
+481
1397
$91K 0.01%
3,162
+2,693
1398
$91K 0.01%
+5,777
1399
$90K 0.01%
+3,197
1400
$90K 0.01%
10,898
+9,778
54 55
56
57 58