IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+3.68%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.79B
AUM Growth
+$1.06B
(+144%)
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
64.14%
Top 10 Holdings %
Top 10 Hldgs %
14.95%
Holding
4,735
New
2,113
Increased
1,517
Reduced
360
Closed
676
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$31M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$27.7M |
| 3 |
AT&T
T
|
$23.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$22.1M |
| 5 |
Apple
AAPL
|
$22M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
American Airlines Group
AAL
$8.69B
| $2.3M | 0.13% |
81,377
+79,176
| +3,597% | +$2.24M |
|
177
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $2.3M | 0.13% |
41,666
+37,002
| +793% | +$2.04M |
|
178
Healthcare Realty
HR
$6.29B
| $2.3M | 0.13% |
70,998
+69,581
| +4,910% | +$2.25M |
|
179
Emerson Electric
EMR
$73.9B
| $2.29M | 0.13% |
43,964
+39,448
| +874% | +$2.06M |
|
180
Financial Select Sector SPDR Fund
XLF
$53.2B
| $2.29M | 0.13% |
114,236
-160,883
| -58% | -$3.23M |
|
181
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $2.29M | 0.13% |
59,728
+49,164
| +465% | +$1.88M |
|
182
First Trust Dorsey Wright International Focus 5 ETF
IFV
$171M
| $2.26M | 0.13% |
136,319
+127,083
| +1,376% | +$2.11M |
|
183
ProShares Short S&P500
SH
$1.24B
| $2.24M | 0.13% |
14,133
+10,152
| +255% | +$1.61M |
|
184
Eli Lilly
LLY
$653B
| $2.23M | 0.12% |
28,334
+24,654
| +670% | +$1.94M |
|
185
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $2.23M | 0.12% |
27,745
+5,863
| +27% | +$471K |
|
186
Waste Management
WM
$88.4B
| $2.21M | 0.12% |
33,387
+29,582
| +777% | +$1.96M |
|
187
ProShares UltraShort S&P500
SDS
$444M
| $2.21M | 0.12% |
6,190
+6,151
| +15,772% | +$2.19M |
|
188
Schwab US Dividend Equity ETF
SCHD
$71.7B
| $2.2M | 0.12% |
159,225
+153,705
| +2,785% | +$2.12M |
|
189
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $2.15M | 0.12% |
42,628
+42,603
| +170,412% | +$2.15M |
|
190
Amgen
AMGN
$152B
| $2.14M | 0.12% |
14,086
+11,263
| +399% | +$1.71M |
|
191
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $2.13M | 0.12% |
44,762
+37,954
| +557% | +$1.81M |
|
192
Visa
V
$666B
| $2.13M | 0.12% |
28,707
+21,566
| +302% | +$1.6M |
|
|
VER
193
DELISTED
VEREIT, Inc.
VER
| $2.13M | 0.12% |
41,994
+41,867
| +32,966% | +$2.12M |
|
194
Technology Select Sector SPDR Fund
XLK
$83.8B
| $2.13M | 0.12% |
49,076
+40,687
| +485% | +$1.76M |
|
195
Energy Transfer Partners
ET
$59.5B
| $2.11M | 0.12% |
146,754
+138,952
| +1,781% | +$2M |
|
196
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.21B
| $2.1M | 0.12% |
42,161
-19,187
| -31% | -$957K |
|
197
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.19B
| $2.1M | 0.12% |
49,588
+46,408
| +1,459% | +$1.96M |
|
|
WR
198
DELISTED
Westar Energy Inc
WR
| $2.09M | 0.12% |
+37,216
| New | +$2.09M |
|
199
Healthpeak Properties
DOC
$12.7B
| $2.08M | 0.12% |
64,647
+60,196
| +1,352% | +$1.94M |
|
200
First Trust Capital Strength ETF
FTCS
$8.48B
| $2.08M | 0.12% |
52,316
-15,910
| -23% | -$632K |
|