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
2251
$23K ﹤0.01%
+544
2252
$23K ﹤0.01%
732
+614
2253
$23K ﹤0.01%
3,125
+2,525
2254
$23K ﹤0.01%
1,241
+503
2255
$23K ﹤0.01%
+937
2256
$23K ﹤0.01%
+1,031
2257
$23K ﹤0.01%
+1,700
2258
$23K ﹤0.01%
188
+134
2259
$23K ﹤0.01%
2,575
-3,178
2260
$23K ﹤0.01%
+1,189
2261
$23K ﹤0.01%
+1,650
2262
$23K ﹤0.01%
+2,155
2263
$23K ﹤0.01%
974
-21,318
2264
$23K ﹤0.01%
+714
2265
$23K ﹤0.01%
+219
2266
$23K ﹤0.01%
+497
2267
$22K ﹤0.01%
+1,128
2268
$22K ﹤0.01%
738
+624
2269
$22K ﹤0.01%
+1,690
2270
$22K ﹤0.01%
+2,425
2271
$22K ﹤0.01%
426
+61
2272
$22K ﹤0.01%
+2,800
2273
$22K ﹤0.01%
+59
2274
$22K ﹤0.01%
+1,355
2275
$22K ﹤0.01%
347
+197
89 90
91
92 93