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
1726
$52K ﹤0.01%
1,254
+419
1727
$52K ﹤0.01%
1,799
-802
1728
$52K ﹤0.01%
654
+643
1729
$52K ﹤0.01%
+3,748
1730
$52K ﹤0.01%
1,810
1731
$52K ﹤0.01%
+2,060
1732
$52K ﹤0.01%
+1,925
1733
$52K ﹤0.01%
+4,500
1734
$52K ﹤0.01%
+657
1735
$52K ﹤0.01%
+1,000
1736
$52K ﹤0.01%
1,796
+454
1737
$52K ﹤0.01%
+2,825
1738
$52K ﹤0.01%
2,054
+1,956
1739
$51K ﹤0.01%
3,112
-17,033
1740
$51K ﹤0.01%
+156
1741
$51K ﹤0.01%
+602
1742
$51K ﹤0.01%
1,502
+1,069
1743
$51K ﹤0.01%
+17,109
1744
$51K ﹤0.01%
2,156
+2,072
1745
$51K ﹤0.01%
+2,131
1746
$51K ﹤0.01%
+5,657
1747
$51K ﹤0.01%
3,581
+3,250
1748
$51K ﹤0.01%
+5,859
1749
$51K ﹤0.01%
+3,333
1750
$50K ﹤0.01%
675
+657
68 69
70
71 72