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
1901
$40K ﹤0.01%
611
-637
1902
$40K ﹤0.01%
+1,960
1903
$40K ﹤0.01%
+3,106
1904
$40K ﹤0.01%
+1,054
1905
$40K ﹤0.01%
+116
1906
$40K ﹤0.01%
10,000
1907
$40K ﹤0.01%
861
-8,889
1908
$40K ﹤0.01%
+6,000
1909
$40K ﹤0.01%
+831
1910
$40K ﹤0.01%
711
+278
1911
$40K ﹤0.01%
+2,874
1912
$40K ﹤0.01%
1,025
+825
1913
$39K ﹤0.01%
1,744
+1,144
1914
$39K ﹤0.01%
+8,280
1915
$39K ﹤0.01%
+2,308
1916
$39K ﹤0.01%
+1,706
1917
$39K ﹤0.01%
1,865
+1,365
1918
$39K ﹤0.01%
954
+754
1919
$39K ﹤0.01%
+1,030
1920
$39K ﹤0.01%
1,140
+1,101
1921
$39K ﹤0.01%
367
-592
1922
$39K ﹤0.01%
1,144
+813
1923
$39K ﹤0.01%
+979
1924
$39K ﹤0.01%
634
+620
1925
$38K ﹤0.01%
+419
75 76
77
78 79