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
1776
$48K ﹤0.01%
+845
1777
$48K ﹤0.01%
511
-4,380
1778
$48K ﹤0.01%
+1,830
1779
$48K ﹤0.01%
6,544
+6,471
1780
$48K ﹤0.01%
408
+374
1781
$48K ﹤0.01%
8,733
+7,983
1782
$48K ﹤0.01%
+1,091
1783
$48K ﹤0.01%
+419
1784
$48K ﹤0.01%
696
+585
1785
$48K ﹤0.01%
2,040
+1,415
1786
$48K ﹤0.01%
2,868
+2,326
1787
$47K ﹤0.01%
290
+252
1788
$47K ﹤0.01%
+963
1789
$47K ﹤0.01%
+1,408
1790
$47K ﹤0.01%
4,143
+2,660
1791
$47K ﹤0.01%
2,416
+2,282
1792
$47K ﹤0.01%
+10,127
1793
$47K ﹤0.01%
1,821
+1,607
1794
$47K ﹤0.01%
383
+375
1795
$47K ﹤0.01%
6,405
+5,665
1796
$47K ﹤0.01%
+552
1797
$47K ﹤0.01%
+3,272
1798
$47K ﹤0.01%
742
+619
1799
$47K ﹤0.01%
+7,450
1800
$47K ﹤0.01%
+5,925
70 71
72
73 74