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
2201
$25K ﹤0.01%
+1,822
2202
$25K ﹤0.01%
+1,294
2203
$25K ﹤0.01%
15,254
+13,254
2204
$25K ﹤0.01%
+21,208
2205
$25K ﹤0.01%
+1,586
2206
$25K ﹤0.01%
+1,361
2207
$25K ﹤0.01%
+1,975
2208
$25K ﹤0.01%
+1,059
2209
$25K ﹤0.01%
+148
2210
$25K ﹤0.01%
+479
2211
$25K ﹤0.01%
+1,733
2212
$25K ﹤0.01%
+351
2213
$25K ﹤0.01%
750
+250
2214
$25K ﹤0.01%
+1,449
2215
$24K ﹤0.01%
548
-852
2216
$24K ﹤0.01%
+2,590
2217
$24K ﹤0.01%
1,847
-21,729
2218
$24K ﹤0.01%
+3,400
2219
$24K ﹤0.01%
+1,968
2220
$24K ﹤0.01%
582
+458
2221
$24K ﹤0.01%
+1,348
2222
$24K ﹤0.01%
+974
2223
$24K ﹤0.01%
745
-2,910
2224
$24K ﹤0.01%
204
+154
2225
$24K ﹤0.01%
500
-8,826
87 88
89
90 91