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
1526
$73K ﹤0.01%
+4,268
1527
$73K ﹤0.01%
2,444
+2,111
1528
$73K ﹤0.01%
+1,043
1529
$73K ﹤0.01%
2,182
+1,182
1530
$73K ﹤0.01%
2,704
+2,422
1531
$73K ﹤0.01%
+1,043
1532
$73K ﹤0.01%
+4,987
1533
$73K ﹤0.01%
+1,260
1534
$72K ﹤0.01%
3,074
+3,061
1535
$72K ﹤0.01%
+2,782
1536
$72K ﹤0.01%
+691
1537
$72K ﹤0.01%
+1,513
1538
$72K ﹤0.01%
+2,830
1539
$72K ﹤0.01%
1,381
+1,378
1540
$72K ﹤0.01%
2,349
+2,049
1541
$72K ﹤0.01%
+2,972
1542
$72K ﹤0.01%
+859
1543
$72K ﹤0.01%
1,464
+311
1544
$71K ﹤0.01%
+919
1545
$71K ﹤0.01%
1,117
+753
1546
$71K ﹤0.01%
+3,000
1547
$71K ﹤0.01%
+2,142
1548
$71K ﹤0.01%
1,717
+1,686
1549
$71K ﹤0.01%
3,536
+3,389
1550
$70K ﹤0.01%
+1,805
60 61
62
63 64