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
1851
$43K ﹤0.01%
2,597
-36
1852
$43K ﹤0.01%
+3,150
1853
$43K ﹤0.01%
772
+420
1854
$43K ﹤0.01%
+1,400
1855
$43K ﹤0.01%
+331
1856
$43K ﹤0.01%
511
-397
1857
$43K ﹤0.01%
1,914
+1,825
1858
$43K ﹤0.01%
+673
1859
$43K ﹤0.01%
+2,200
1860
$43K ﹤0.01%
+2,010
1861
$43K ﹤0.01%
1,318
+992
1862
$43K ﹤0.01%
3,191
-1,509
1863
$43K ﹤0.01%
1,750
-6,820
1864
$43K ﹤0.01%
+3,035
1865
$43K ﹤0.01%
+845
1866
$43K ﹤0.01%
463
-36
1867
$43K ﹤0.01%
+3,646
1868
$43K ﹤0.01%
+2,745
1869
$42K ﹤0.01%
7,438
+6,957
1870
$42K ﹤0.01%
+803
1871
$42K ﹤0.01%
+513
1872
$42K ﹤0.01%
965
+543
1873
$42K ﹤0.01%
4,031
+3,995
1874
$42K ﹤0.01%
7,155
-1,265
1875
$42K ﹤0.01%
6,860
+4,122
73 74
75
76 77