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
1801
$46K ﹤0.01%
2,005
+1,625
1802
$46K ﹤0.01%
+1,736
1803
$46K ﹤0.01%
+1,654
1804
$46K ﹤0.01%
+391
1805
$46K ﹤0.01%
3,500
+500
1806
$46K ﹤0.01%
+2,697
1807
$46K ﹤0.01%
+4,930
1808
$46K ﹤0.01%
+2,341
1809
$46K ﹤0.01%
+1,200
1810
$46K ﹤0.01%
1,331
+757
1811
$46K ﹤0.01%
+668
1812
$46K ﹤0.01%
37
+29
1813
$46K ﹤0.01%
+3,750
1814
$46K ﹤0.01%
+2,195
1815
$46K ﹤0.01%
2,221
+2,138
1816
$45K ﹤0.01%
2,058
-41,909
1817
$45K ﹤0.01%
+1,928
1818
$45K ﹤0.01%
3,450
-8,032
1819
$45K ﹤0.01%
+1,000
1820
$45K ﹤0.01%
+1,374
1821
$45K ﹤0.01%
+2,380
1822
$45K ﹤0.01%
239
+19
1823
$45K ﹤0.01%
1,340
+1,315
1824
$45K ﹤0.01%
3,970
+1,470
1825
$45K ﹤0.01%
1,922
+883
71 72
73
74 75