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
1951
$37K ﹤0.01%
2,448
1952
$37K ﹤0.01%
519
+369
1953
$37K ﹤0.01%
+770
1954
$37K ﹤0.01%
+5,000
1955
$36K ﹤0.01%
1,460
+1,326
1956
$36K ﹤0.01%
+2,228
1957
$36K ﹤0.01%
402
-1,573
1958
$36K ﹤0.01%
+1,256
1959
$36K ﹤0.01%
+2,759
1960
$36K ﹤0.01%
+2,176
1961
$36K ﹤0.01%
+751
1962
$36K ﹤0.01%
1,915
+1,485
1963
$36K ﹤0.01%
+1,651
1964
$36K ﹤0.01%
+5,327
1965
$36K ﹤0.01%
+3,000
1966
$36K ﹤0.01%
1,088
+664
1967
$36K ﹤0.01%
+2,623
1968
$36K ﹤0.01%
463
+352
1969
$36K ﹤0.01%
+25
1970
$35K ﹤0.01%
+5,123
1971
$35K ﹤0.01%
+2,427
1972
$35K ﹤0.01%
2,172
+1,937
1973
$35K ﹤0.01%
944
-1,346
1974
$35K ﹤0.01%
40
+34
1975
$35K ﹤0.01%
+4,033
77 78
79
80 81