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
176
$2.3M 0.13%
81,377
+79,176
177
$2.3M 0.13%
41,666
+37,002
178
$2.3M 0.13%
70,998
+69,581
179
$2.29M 0.13%
43,964
+39,448
180
$2.29M 0.13%
114,236
-160,883
181
$2.29M 0.13%
59,728
+49,164
182
$2.26M 0.13%
136,319
+127,083
183
$2.24M 0.13%
14,133
+10,152
184
$2.23M 0.12%
28,334
+24,654
185
$2.23M 0.12%
27,745
+5,863
186
$2.21M 0.12%
33,387
+29,582
187
$2.21M 0.12%
1,238
+1,230
188
$2.2M 0.12%
159,225
+153,705
189
$2.15M 0.12%
42,628
+42,603
190
$2.14M 0.12%
14,086
+11,263
191
$2.13M 0.12%
44,762
+37,954
192
$2.13M 0.12%
28,707
+21,566
193
$2.13M 0.12%
41,994
+41,867
194
$2.13M 0.12%
49,076
+40,687
195
$2.11M 0.12%
146,754
+138,952
196
$2.1M 0.12%
42,161
-19,187
197
$2.1M 0.12%
49,588
+46,408
198
$2.09M 0.12%
+37,216
199
$2.08M 0.12%
64,647
+60,196
200
$2.08M 0.12%
52,316
-15,910
6 7
8
9 10