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
1626
$63K ﹤0.01%
+1,320
1627
$63K ﹤0.01%
+1,271
1628
$63K ﹤0.01%
1,339
+1,313
1629
$62K ﹤0.01%
1,391
+1,359
1630
$62K ﹤0.01%
+3,890
1631
$62K ﹤0.01%
+902
1632
$62K ﹤0.01%
681
+568
1633
$62K ﹤0.01%
+3,520
1634
$62K ﹤0.01%
+3,362
1635
$62K ﹤0.01%
+2,710
1636
$62K ﹤0.01%
1,002
+102
1637
$62K ﹤0.01%
840
+235
1638
$62K ﹤0.01%
+3,737
1639
$62K ﹤0.01%
+2,478
1640
$61K ﹤0.01%
5,003
+4,976
1641
$61K ﹤0.01%
+1,140
1642
$61K ﹤0.01%
+1,819
1643
$61K ﹤0.01%
3,538
+3,338
1644
$61K ﹤0.01%
+2,400
1645
$61K ﹤0.01%
848
+814
1646
$61K ﹤0.01%
+1,200
1647
$61K ﹤0.01%
+1,408
1648
$61K ﹤0.01%
+2,692
1649
$61K ﹤0.01%
1,051
+488
1650
$61K ﹤0.01%
+1,105
64 65
66
67 68