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
1476
$79K ﹤0.01%
+2,240
1477
$79K ﹤0.01%
+5,208
1478
$78K ﹤0.01%
2,539
+2,518
1479
$78K ﹤0.01%
564
+380
1480
$78K ﹤0.01%
4,360
+4,010
1481
$78K ﹤0.01%
+2,933
1482
$78K ﹤0.01%
1,400
-4,881
1483
$78K ﹤0.01%
5,228
+4,728
1484
$77K ﹤0.01%
+2,645
1485
$77K ﹤0.01%
3,444
+3,300
1486
$77K ﹤0.01%
4,050
+4,039
1487
$77K ﹤0.01%
1,199
+1,131
1488
$77K ﹤0.01%
+92
1489
$77K ﹤0.01%
+3,506
1490
$76K ﹤0.01%
5,445
+5,120
1491
$76K ﹤0.01%
1,549
+1,083
1492
$76K ﹤0.01%
1,542
+1,473
1493
$76K ﹤0.01%
2,354
+88
1494
$76K ﹤0.01%
1,266
-268,089
1495
$76K ﹤0.01%
2,345
-3,415
1496
$76K ﹤0.01%
1,136
+756
1497
$76K ﹤0.01%
3,217
-501
1498
$76K ﹤0.01%
+830
1499
$76K ﹤0.01%
+2,780
1500
$76K ﹤0.01%
+1,625
58 59
60
61 62