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
2401
$18K ﹤0.01%
+2,162
2402
$18K ﹤0.01%
+12,792
2403
$18K ﹤0.01%
+6,600
2404
$18K ﹤0.01%
+1,333
2405
$18K ﹤0.01%
+1,074
2406
$18K ﹤0.01%
+1,100
2407
$18K ﹤0.01%
1,194
+1,174
2408
$18K ﹤0.01%
+6,200
2409
$18K ﹤0.01%
+272
2410
$18K ﹤0.01%
498
-1,364
2411
$18K ﹤0.01%
+909
2412
$18K ﹤0.01%
+595
2413
$18K ﹤0.01%
+664
2414
$18K ﹤0.01%
+3,000
2415
$18K ﹤0.01%
+335
2416
$18K ﹤0.01%
+1,201
2417
$18K ﹤0.01%
1,146
+146
2418
$17K ﹤0.01%
+284
2419
$17K ﹤0.01%
264
-6,732
2420
$17K ﹤0.01%
870
-948
2421
$17K ﹤0.01%
775
+364
2422
$17K ﹤0.01%
+968
2423
$17K ﹤0.01%
838
+625
2424
$17K ﹤0.01%
+1,000
2425
$17K ﹤0.01%
+600
95 96
97
98 99