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
151
$2.58M 0.14%
20,860
+20,397
152
$2.57M 0.14%
46,087
+25,717
153
$2.56M 0.14%
68,749
+33,744
154
$2.53M 0.14%
10,943
+10,746
155
$2.5M 0.14%
93,029
+69,989
156
$2.49M 0.14%
10,044
+7,734
157
$2.49M 0.14%
+11,571
158
$2.49M 0.14%
38,147
+37,396
159
$2.46M 0.14%
16,157
+14,659
160
$2.45M 0.14%
114,482
+113,654
161
$2.43M 0.14%
179,206
+160,062
162
$2.41M 0.13%
36,499
+36,449
163
$2.39M 0.13%
+31,546
164
$2.37M 0.13%
33,810
+31,368
165
$2.37M 0.13%
28,351
+21,686
166
$2.36M 0.13%
94,427
+44,526
167
$2.36M 0.13%
29,743
+24,214
168
$2.36M 0.13%
31,004
+28,688
169
$2.35M 0.13%
+48,126
170
$2.35M 0.13%
43,827
+38,439
171
$2.33M 0.13%
255,150
+218,530
172
$2.33M 0.13%
79,675
+60,610
173
$2.33M 0.13%
32,270
-2,759
174
$2.32M 0.13%
46,550
+32,611
175
$2.31M 0.13%
221,582
-30,643
5 6
7
8 9