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
1701
$56K ﹤0.01%
1,628
+1,182
1702
$55K ﹤0.01%
+3,256
1703
$55K ﹤0.01%
9,222
+8,021
1704
$55K ﹤0.01%
4,500
+4,425
1705
$55K ﹤0.01%
2,259
+1,137
1706
$55K ﹤0.01%
+2,460
1707
$55K ﹤0.01%
+2,189
1708
$55K ﹤0.01%
1,286
-186
1709
$55K ﹤0.01%
1,346
+1,231
1710
$55K ﹤0.01%
+1,691
1711
$55K ﹤0.01%
2,528
+2,399
1712
$54K ﹤0.01%
+6,362
1713
$54K ﹤0.01%
+8,768
1714
$54K ﹤0.01%
588
+438
1715
$54K ﹤0.01%
2,563
+2,447
1716
$54K ﹤0.01%
+2,371
1717
$54K ﹤0.01%
+2,250
1718
$54K ﹤0.01%
+2,175
1719
$53K ﹤0.01%
4,013
-677
1720
$53K ﹤0.01%
1,481
+1,423
1721
$53K ﹤0.01%
+939
1722
$53K ﹤0.01%
1,896
-4,534
1723
$53K ﹤0.01%
+1,075
1724
$53K ﹤0.01%
+3,811
1725
$52K ﹤0.01%
4,892
+4,712
67 68
69
70 71