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
2351
$19K ﹤0.01%
600
2352
$19K ﹤0.01%
+1,000
2353
$19K ﹤0.01%
+413
2354
$19K ﹤0.01%
+800
2355
$19K ﹤0.01%
+3,273
2356
$19K ﹤0.01%
+581
2357
$19K ﹤0.01%
+5,315
2358
$19K ﹤0.01%
680
+660
2359
$19K ﹤0.01%
767
-326
2360
$19K ﹤0.01%
1,480
-736
2361
$19K ﹤0.01%
400
+365
2362
$19K ﹤0.01%
+250
2363
$19K ﹤0.01%
+1,300
2364
$19K ﹤0.01%
+750
2365
$19K ﹤0.01%
+378
2366
$19K ﹤0.01%
+1,064
2367
$19K ﹤0.01%
+1,271
2368
$19K ﹤0.01%
1,065
+100
2369
$19K ﹤0.01%
+237
2370
$19K ﹤0.01%
1,100
+1,000
2371
$19K ﹤0.01%
+106
2372
$19K ﹤0.01%
271
+213
2373
$19K ﹤0.01%
+500
2374
$19K ﹤0.01%
+500
2375
$19K ﹤0.01%
+1,869
93 94
95
96 97