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
2076
$30K ﹤0.01%
443
+391
2077
$30K ﹤0.01%
1,990
+490
2078
$30K ﹤0.01%
+1,274
2079
$30K ﹤0.01%
+1,427
2080
$30K ﹤0.01%
+564
2081
$30K ﹤0.01%
+1,007
2082
$30K ﹤0.01%
+1,945
2083
$30K ﹤0.01%
+15,651
2084
$29K ﹤0.01%
6,961
+6,725
2085
$29K ﹤0.01%
1,014
+914
2086
$29K ﹤0.01%
+2,227
2087
$29K ﹤0.01%
395
+354
2088
$29K ﹤0.01%
+5,625
2089
$29K ﹤0.01%
+1,738
2090
$29K ﹤0.01%
+850
2091
$29K ﹤0.01%
83
+76
2092
$29K ﹤0.01%
+4,989
2093
$29K ﹤0.01%
+1,495
2094
$29K ﹤0.01%
+2,000
2095
$29K ﹤0.01%
1,196
-1,179
2096
$29K ﹤0.01%
+1,400
2097
$29K ﹤0.01%
+4,909
2098
$29K ﹤0.01%
+17,285
2099
$29K ﹤0.01%
626
+469
2100
$29K ﹤0.01%
169
-72
82 83
84
85 86