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
2101
$29K ﹤0.01%
167
+152
2102
$29K ﹤0.01%
+1,264
2103
$29K ﹤0.01%
683
+528
2104
$29K ﹤0.01%
250
+96
2105
$29K ﹤0.01%
+381
2106
$29K ﹤0.01%
+1,101
2107
$29K ﹤0.01%
+1,456
2108
$29K ﹤0.01%
833
+719
2109
$29K ﹤0.01%
+407
2110
$29K ﹤0.01%
875
-375
2111
$28K ﹤0.01%
261
+61
2112
$28K ﹤0.01%
698
-1,391
2113
$28K ﹤0.01%
+1,150
2114
$28K ﹤0.01%
1,200
-6,225
2115
$28K ﹤0.01%
+956
2116
$28K ﹤0.01%
+518
2117
$28K ﹤0.01%
+948
2118
$28K ﹤0.01%
2,093
+2,037
2119
– –
0
2120
$28K ﹤0.01%
1,164
-1,352
2121
$28K ﹤0.01%
+624
2122
$28K ﹤0.01%
+162
2123
$28K ﹤0.01%
+1,408
2124
$28K ﹤0.01%
+1,715
2125
$28K ﹤0.01%
1,468
+966
83 84
85
86 87