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
1451
$82K ﹤0.01%
1,906
+1,637
1452
$82K ﹤0.01%
+3,064
1453
$82K ﹤0.01%
2,619
+2,571
1454
$82K ﹤0.01%
2,052
-2,838
1455
$82K ﹤0.01%
3,283
+3,264
1456
$82K ﹤0.01%
+6,000
1457
$82K ﹤0.01%
+3,125
1458
$81K ﹤0.01%
+2,115
1459
$81K ﹤0.01%
574
-443
1460
$81K ﹤0.01%
2,540
+2,468
1461
$81K ﹤0.01%
3,239
+2,919
1462
$81K ﹤0.01%
570
+18
1463
$80K ﹤0.01%
1,867
-632
1464
$80K ﹤0.01%
2,289
+2,189
1465
$80K ﹤0.01%
1,840
+297
1466
$80K ﹤0.01%
1,573
-1,033
1467
$80K ﹤0.01%
3,108
+1,686
1468
$80K ﹤0.01%
+5,817
1469
$80K ﹤0.01%
1,068
+1,054
1470
$79K ﹤0.01%
971
+693
1471
$79K ﹤0.01%
+1,648
1472
$79K ﹤0.01%
+8,168
1473
$79K ﹤0.01%
4,751
+2,949
1474
$79K ﹤0.01%
+2,686
1475
$79K ﹤0.01%
2,073
+1,973
57 58
59
60 61