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
2226
$24K ﹤0.01%
+1,350
2227
$24K ﹤0.01%
+2,153
2228
$24K ﹤0.01%
+310
2229
$24K ﹤0.01%
+1,575
2230
$24K ﹤0.01%
+341
2231
$24K ﹤0.01%
+1,365
2232
$24K ﹤0.01%
4,163
+4,148
2233
$24K ﹤0.01%
+2,900
2234
$24K ﹤0.01%
+620
2235
$24K ﹤0.01%
+928
2236
$24K ﹤0.01%
+1,884
2237
$24K ﹤0.01%
+500
2238
$23K ﹤0.01%
826
+405
2239
$23K ﹤0.01%
+59
2240
$23K ﹤0.01%
+1,343
2241
$23K ﹤0.01%
+1,100
2242
$23K ﹤0.01%
977
-88,700
2243
$23K ﹤0.01%
+800
2244
$23K ﹤0.01%
2,605
+1,745
2245
$23K ﹤0.01%
378
-2,667
2246
$23K ﹤0.01%
1,452
+1,222
2247
$23K ﹤0.01%
+553
2248
$23K ﹤0.01%
+600
2249
$23K ﹤0.01%
3,760
-5,340
2250
$23K ﹤0.01%
2,100
+1,600
88 89
90
91 92