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
2026
$32K ﹤0.01%
+1,350
2027
$32K ﹤0.01%
+511
2028
$32K ﹤0.01%
+1,096
2029
$32K ﹤0.01%
+431
2030
$32K ﹤0.01%
1,374
+1,344
2031
$32K ﹤0.01%
1,150
-1,327
2032
$32K ﹤0.01%
+25
2033
$32K ﹤0.01%
3,020
+2,994
2034
$32K ﹤0.01%
+1,540
2035
$32K ﹤0.01%
+2,468
2036
$32K ﹤0.01%
+1,350
2037
$32K ﹤0.01%
+288
2038
$32K ﹤0.01%
1,200
-1,115
2039
$32K ﹤0.01%
631
+594
2040
$32K ﹤0.01%
+2,483
2041
$32K ﹤0.01%
+4,000
2042
$32K ﹤0.01%
+6,000
2043
$31K ﹤0.01%
2,238
+1,738
2044
$31K ﹤0.01%
1,158
-2,448
2045
$31K ﹤0.01%
+3,524
2046
$31K ﹤0.01%
883
+169
2047
$31K ﹤0.01%
+2,435
2048
$31K ﹤0.01%
996
+937
2049
$31K ﹤0.01%
706
+532
2050
$31K ﹤0.01%
1,460
+515
80 81
82
83 84