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
1426
$85K ﹤0.01%
+6,169
1427
$85K ﹤0.01%
20,548
+20,500
1428
$85K ﹤0.01%
2,131
+1,931
1429
$85K ﹤0.01%
3,246
+2,824
1430
$84K ﹤0.01%
1,337
+1,237
1431
$84K ﹤0.01%
3,271
+2,555
1432
$84K ﹤0.01%
4,212
+3,368
1433
$84K ﹤0.01%
1,554
+1,514
1434
$84K ﹤0.01%
11,700
+11,642
1435
$84K ﹤0.01%
1,255
+389
1436
$84K ﹤0.01%
+1,029
1437
$84K ﹤0.01%
1,400
+900
1438
$84K ﹤0.01%
2,347
+2,343
1439
$84K ﹤0.01%
+6,443
1440
$84K ﹤0.01%
2,890
+1,071
1441
$84K ﹤0.01%
+1,139
1442
$83K ﹤0.01%
14,558
+12,355
1443
$83K ﹤0.01%
12,119
+10,826
1444
$83K ﹤0.01%
4,120
+3,910
1445
$83K ﹤0.01%
1,023
+1,017
1446
$83K ﹤0.01%
+1,289
1447
$83K ﹤0.01%
+5,250
1448
$83K ﹤0.01%
+3,176
1449
$83K ﹤0.01%
3,182
+782
1450
$83K ﹤0.01%
+5,028
56 57
58
59 60