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
1926
$38K ﹤0.01%
830
+563
1927
$38K ﹤0.01%
865
+399
1928
$38K ﹤0.01%
1,970
-1,495
1929
$38K ﹤0.01%
4,568
+3,520
1930
$38K ﹤0.01%
1,320
+1,188
1931
$38K ﹤0.01%
720
+100
1932
$38K ﹤0.01%
1,350
+1,230
1933
$38K ﹤0.01%
+1,400
1934
$38K ﹤0.01%
2,598
+2,075
1935
$38K ﹤0.01%
673
+472
1936
$38K ﹤0.01%
1,558
+1,001
1937
$38K ﹤0.01%
+592
1938
$38K ﹤0.01%
1,701
+955
1939
$37K ﹤0.01%
+631
1940
$37K ﹤0.01%
+1,000
1941
$37K ﹤0.01%
3,100
+1,795
1942
$37K ﹤0.01%
+5,224
1943
$37K ﹤0.01%
+239
1944
$37K ﹤0.01%
4,460
-11,840
1945
$37K ﹤0.01%
1,594
+1,446
1946
$37K ﹤0.01%
+445
1947
$37K ﹤0.01%
610
-246
1948
$37K ﹤0.01%
2,000
+1,932
1949
$37K ﹤0.01%
1,033
+921
1950
$37K ﹤0.01%
+1,106
76 77
78
79 80