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
1826
$45K ﹤0.01%
+1,102
1827
$45K ﹤0.01%
+951
1828
$45K ﹤0.01%
1,460
+287
1829
$45K ﹤0.01%
1,747
+1,105
1830
$45K ﹤0.01%
675
+361
1831
$45K ﹤0.01%
1,198
-1,448
1832
$45K ﹤0.01%
+548
1833
$45K ﹤0.01%
1,324
+399
1834
$44K ﹤0.01%
1,637
+1,237
1835
$44K ﹤0.01%
+5,567
1836
$44K ﹤0.01%
3,090
+2,190
1837
$44K ﹤0.01%
1,475
+415
1838
$44K ﹤0.01%
2,242
+2,093
1839
$44K ﹤0.01%
+2,400
1840
$44K ﹤0.01%
3,104
+2,900
1841
$44K ﹤0.01%
+5,500
1842
$44K ﹤0.01%
+2,253
1843
$44K ﹤0.01%
572
+532
1844
$44K ﹤0.01%
+924
1845
$44K ﹤0.01%
+2,010
1846
$44K ﹤0.01%
+2,000
1847
$44K ﹤0.01%
+2,437
1848
$44K ﹤0.01%
+2,450
1849
$43K ﹤0.01%
1,678
+1,537
1850
$43K ﹤0.01%
547
+528
72 73
74
75 76