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
1676
$58K ﹤0.01%
672
+220
1677
$58K ﹤0.01%
2,505
+2,466
1678
$58K ﹤0.01%
+1,405
1679
$58K ﹤0.01%
+4,443
1680
$58K ﹤0.01%
+1,249
1681
$57K ﹤0.01%
1,179
+777
1682
$57K ﹤0.01%
1,021
+656
1683
$57K ﹤0.01%
+3,908
1684
$57K ﹤0.01%
519
-76
1685
$57K ﹤0.01%
1,492
+1,490
1686
$57K ﹤0.01%
626
+576
1687
$57K ﹤0.01%
11,430
+11,344
1688
$57K ﹤0.01%
+2,367
1689
$57K ﹤0.01%
+7,214
1690
$57K ﹤0.01%
+992
1691
$56K ﹤0.01%
+2,355
1692
$56K ﹤0.01%
1,136
+397
1693
$56K ﹤0.01%
6,265
+3,565
1694
$56K ﹤0.01%
+1,378
1695
$56K ﹤0.01%
665
-450
1696
$56K ﹤0.01%
+1,232
1697
$56K ﹤0.01%
+3,900
1698
$56K ﹤0.01%
5,375
+4,951
1699
$56K ﹤0.01%
+1,695
1700
$56K ﹤0.01%
+8,484
66 67
68
69 70