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
2151
$27K ﹤0.01%
1,316
+268
2152
$27K ﹤0.01%
+396
2153
$27K ﹤0.01%
191
-569
2154
$27K ﹤0.01%
+448
2155
$27K ﹤0.01%
+2,005
2156
$27K ﹤0.01%
+550
2157
$27K ﹤0.01%
+3,400
2158
$26K ﹤0.01%
+2,529
2159
$26K ﹤0.01%
+1,692
2160
$26K ﹤0.01%
3,326
+3,306
2161
$26K ﹤0.01%
881
+857
2162
$26K ﹤0.01%
+990
2163
$26K ﹤0.01%
+739
2164
$26K ﹤0.01%
+1,190
2165
$26K ﹤0.01%
+781
2166
$26K ﹤0.01%
521
+421
2167
$26K ﹤0.01%
+1,600
2168
$26K ﹤0.01%
+860
2169
$26K ﹤0.01%
+541
2170
$26K ﹤0.01%
+1,314
2171
$26K ﹤0.01%
+562
2172
$26K ﹤0.01%
1,603
+38
2173
$26K ﹤0.01%
+702
2174
$26K ﹤0.01%
+780
2175
$26K ﹤0.01%
+5,841
85 86
87
88 89