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
1751
$50K ﹤0.01%
+10,215
1752
$50K ﹤0.01%
+231
1753
$50K ﹤0.01%
3,797
-3,382
1754
$50K ﹤0.01%
+1,731
1755
$50K ﹤0.01%
4,725
+4,642
1756
$50K ﹤0.01%
+3,320
1757
$50K ﹤0.01%
623
-4,437
1758
$50K ﹤0.01%
+3,715
1759
$50K ﹤0.01%
1,232
+1,226
1760
$50K ﹤0.01%
3,400
+510
1761
$50K ﹤0.01%
1,046
+812
1762
$50K ﹤0.01%
1,014
+920
1763
$50K ﹤0.01%
+2,000
1764
$49K ﹤0.01%
+2,515
1765
$49K ﹤0.01%
3,760
+2,475
1766
$49K ﹤0.01%
+1,965
1767
$49K ﹤0.01%
+380
1768
$49K ﹤0.01%
+2,430
1769
$49K ﹤0.01%
+3,370
1770
$49K ﹤0.01%
+2,060
1771
$49K ﹤0.01%
+2,413
1772
$49K ﹤0.01%
2,734
+1,890
1773
$49K ﹤0.01%
2,655
+2,401
1774
$49K ﹤0.01%
+1,941
1775
$49K ﹤0.01%
+1,273
69 70
71
72 73