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
126
$2.96M 0.17%
120,443
+42,689
127
$2.95M 0.16%
69,555
+65,302
128
$2.94M 0.16%
35,828
+23,081
129
$2.93M 0.16%
71,360
+70,724
130
$2.92M 0.16%
26,286
+24,469
131
$2.86M 0.16%
27,177
+22,579
132
$2.84M 0.16%
87,224
+56,888
133
$2.83M 0.16%
81,920
+34,220
134
$2.83M 0.16%
55,852
-61,189
135
$2.8M 0.16%
19,841
+15,792
136
$2.79M 0.16%
70,841
+60,030
137
$2.77M 0.15%
40,713
+29,632
138
$2.76M 0.15%
+131,307
139
$2.75M 0.15%
68,438
-35,625
140
$2.72M 0.15%
26,897
+13,303
141
$2.71M 0.15%
23,413
+18,564
142
$2.69M 0.15%
+97,137
143
$2.67M 0.15%
58,689
+55,453
144
$2.66M 0.15%
41,576
+39,758
145
$2.65M 0.15%
64,556
+63,116
146
$2.64M 0.15%
31,469
+19,391
147
$2.64M 0.15%
136,645
+99,922
148
$2.61M 0.15%
59,466
+36,993
149
$2.6M 0.15%
63,569
+44,016
150
$2.59M 0.14%
264,934
+250,145
4 5
6
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