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
2126
$28K ﹤0.01%
804
+636
2127
$28K ﹤0.01%
1,637
-1,121
2128
$28K ﹤0.01%
6,960
+5,824
2129
$28K ﹤0.01%
+1,000
2130
$27K ﹤0.01%
+11,000
2131
$27K ﹤0.01%
1,107
+600
2132
$27K ﹤0.01%
+1,509
2133
$27K ﹤0.01%
+690
2134
$27K ﹤0.01%
+1,223
2135
$27K ﹤0.01%
+11,020
2136
$27K ﹤0.01%
384
+320
2137
$27K ﹤0.01%
+5,000
2138
$27K ﹤0.01%
+284
2139
$27K ﹤0.01%
+323
2140
$27K ﹤0.01%
+804
2141
$27K ﹤0.01%
+1,150
2142
$27K ﹤0.01%
450
+259
2143
$27K ﹤0.01%
+1,100
2144
$27K ﹤0.01%
+5,000
2145
$27K ﹤0.01%
+870
2146
$27K ﹤0.01%
+1,801
2147
$27K ﹤0.01%
2,372
+2,348
2148
$27K ﹤0.01%
+714
2149
$27K ﹤0.01%
1,636
+1,408
2150
$27K ﹤0.01%
+1,600
84 85
86
87 88