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
1576
$67K ﹤0.01%
+675
1577
$67K ﹤0.01%
+1,363
1578
$66K ﹤0.01%
+4,158
1579
$66K ﹤0.01%
+5,600
1580
$66K ﹤0.01%
2,707
-141,089
1581
$66K ﹤0.01%
+1,190
1582
$66K ﹤0.01%
9,972
+9,512
1583
$66K ﹤0.01%
+6,000
1584
$66K ﹤0.01%
3,696
+2,245
1585
$66K ﹤0.01%
2,100
-15,595
1586
$66K ﹤0.01%
+249
1587
$66K ﹤0.01%
1,804
+3
1588
$66K ﹤0.01%
628
-263
1589
$66K ﹤0.01%
827
+747
1590
$66K ﹤0.01%
27,246
+22,174
1591
$66K ﹤0.01%
3,750
+3,625
1592
$66K ﹤0.01%
1,026
+988
1593
$65K ﹤0.01%
+758
1594
$65K ﹤0.01%
2,488
+2,484
1595
$65K ﹤0.01%
+2,214
1596
$65K ﹤0.01%
+3,285
1597
$65K ﹤0.01%
5,744
+5,119
1598
$65K ﹤0.01%
1,418
+1,057
1599
$65K ﹤0.01%
3,750
-2,685
1600
$65K ﹤0.01%
2,742
+2,242
62 63
64
65 66