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
1651
$60K ﹤0.01%
1,700
+1,500
1652
$60K ﹤0.01%
413
+402
1653
$60K ﹤0.01%
1,615
+12
1654
$60K ﹤0.01%
547
+326
1655
$60K ﹤0.01%
+1,277
1656
$60K ﹤0.01%
+1,305
1657
$60K ﹤0.01%
+4,435
1658
$60K ﹤0.01%
1,787
-137
1659
$59K ﹤0.01%
1,000
+600
1660
$59K ﹤0.01%
679
+607
1661
$59K ﹤0.01%
33
+32
1662
$59K ﹤0.01%
+2,318
1663
$59K ﹤0.01%
1,274
+1,232
1664
$59K ﹤0.01%
+1,742
1665
$59K ﹤0.01%
11,543
+4,594
1666
$59K ﹤0.01%
+2,832
1667
$58K ﹤0.01%
3,468
-358
1668
$58K ﹤0.01%
+2,455
1669
$58K ﹤0.01%
+1,050
1670
$58K ﹤0.01%
3,569
+1,812
1671
$58K ﹤0.01%
+3,602
1672
$58K ﹤0.01%
642
+565
1673
$58K ﹤0.01%
2,268
-2,078
1674
$58K ﹤0.01%
+2,004
1675
$58K ﹤0.01%
4,098
+3,089
65 66
67
68 69