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
1501
$76K ﹤0.01%
3,043
+2,928
1502
$76K ﹤0.01%
+2,092
1503
$76K ﹤0.01%
+3,635
1504
$75K ﹤0.01%
+4,604
1505
$75K ﹤0.01%
3,219
+1,092
1506
$75K ﹤0.01%
3,226
+161
1507
$75K ﹤0.01%
1,341
+708
1508
$75K ﹤0.01%
+6,662
1509
$75K ﹤0.01%
+3,196
1510
$75K ﹤0.01%
1,036
+848
1511
$75K ﹤0.01%
4,073
+4,067
1512
$74K ﹤0.01%
24,817
+17,140
1513
$74K ﹤0.01%
3,510
+2,595
1514
$74K ﹤0.01%
6,150
+3,500
1515
$74K ﹤0.01%
+1,342
1516
$74K ﹤0.01%
2,249
+1,736
1517
$74K ﹤0.01%
733
+528
1518
$74K ﹤0.01%
3,720
+1,790
1519
$74K ﹤0.01%
16,343
+15,298
1520
$74K ﹤0.01%
2,651
+2,608
1521
$74K ﹤0.01%
40,067
+39,801
1522
$74K ﹤0.01%
+4,428
1523
$73K ﹤0.01%
2,380
+1,748
1524
$73K ﹤0.01%
2,427
+1,474
1525
$73K ﹤0.01%
7,566
-12,486
59 60
61
62 63