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
2176
$26K ﹤0.01%
+1,501
2177
$26K ﹤0.01%
+4,955
2178
$25K ﹤0.01%
+10,000
2179
$25K ﹤0.01%
280
+270
2180
$25K ﹤0.01%
+5,600
2181
$25K ﹤0.01%
+441
2182
$25K ﹤0.01%
1,439
+1,278
2183
$25K ﹤0.01%
529
+488
2184
$25K ﹤0.01%
1,250
-317
2185
$25K ﹤0.01%
2,824
-656
2186
$25K ﹤0.01%
310
+52
2187
$25K ﹤0.01%
+177
2188
$25K ﹤0.01%
1,339
-231
2189
$25K ﹤0.01%
+570
2190
$25K ﹤0.01%
+2,484
2191
$25K ﹤0.01%
+5,704
2192
$25K ﹤0.01%
+211
2193
$25K ﹤0.01%
5,440
+2,560
2194
$25K ﹤0.01%
+852
2195
$25K ﹤0.01%
+31
2196
$25K ﹤0.01%
489
-61
2197
$25K ﹤0.01%
+400
2198
$25K ﹤0.01%
2,747
+2,602
2199
$25K ﹤0.01%
578
-12,566
2200
$25K ﹤0.01%
1,350
+1,292
86 87
88
89 90