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
2001
$33K ﹤0.01%
5,416
+5,327
2002
$33K ﹤0.01%
+1,108
2003
$33K ﹤0.01%
+2,000
2004
$33K ﹤0.01%
2,663
+1,107
2005
$33K ﹤0.01%
6,345
+6,065
2006
$33K ﹤0.01%
1,262
+862
2007
$33K ﹤0.01%
900
-300
2008
$33K ﹤0.01%
+1,000
2009
$33K ﹤0.01%
+1,220
2010
$33K ﹤0.01%
+424
2011
$33K ﹤0.01%
+8,057
2012
$33K ﹤0.01%
+1,020
2013
$33K ﹤0.01%
+2,220
2014
$33K ﹤0.01%
1,399
-477
2015
$33K ﹤0.01%
816
+788
2016
$33K ﹤0.01%
+950
2017
$33K ﹤0.01%
+956
2018
$33K ﹤0.01%
+807
2019
$32K ﹤0.01%
+700
2020
$32K ﹤0.01%
312
+218
2021
$32K ﹤0.01%
+1,594
2022
$32K ﹤0.01%
535
-630
2023
$32K ﹤0.01%
351
-4,224
2024
$32K ﹤0.01%
+2,490
2025
$32K ﹤0.01%
+2,672
79 80
81
82 83