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
201
$2.08M 0.12%
70,133
+65,066
202
$2.07M 0.12%
95,195
+65,168
203
$2.06M 0.12%
70,632
+43,192
204
$2.06M 0.11%
43,084
+29,788
205
$2.05M 0.11%
24,228
+16,206
206
$2.04M 0.11%
71,436
+62,080
207
$2M 0.11%
23,477
+18,764
208
$1.99M 0.11%
20,776
+15,415
209
$1.98M 0.11%
30,725
+19,648
210
$1.98M 0.11%
227,547
+173,607
211
$1.97M 0.11%
55,250
+54,008
212
$1.96M 0.11%
85,228
+68,314
213
$1.95M 0.11%
14,947
-449
214
$1.95M 0.11%
22,467
+19,121
215
$1.94M 0.11%
363,850
+360,740
216
$1.92M 0.11%
41,024
+33,762
217
$1.92M 0.11%
24,103
+15,373
218
$1.91M 0.11%
69,051
+67,603
219
$1.91M 0.11%
117,484
+116,815
220
$1.88M 0.1%
23,323
+21,391
221
$1.87M 0.1%
111,395
+105,794
222
$1.86M 0.1%
36,651
+33,684
223
$1.85M 0.1%
13,462
+11,871
224
$1.84M 0.1%
46,512
+42,682
225
$1.83M 0.1%
53,338
+32,374
7 8
9
10 11