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
2426
$17K ﹤0.01%
+793
2427
$17K ﹤0.01%
495
+145
2428
$17K ﹤0.01%
+1,500
2429
$17K ﹤0.01%
+396
2430
$17K ﹤0.01%
+4,800
2431
$17K ﹤0.01%
+400
2432
$17K ﹤0.01%
+1,812
2433
$17K ﹤0.01%
532
+313
2434
$17K ﹤0.01%
+269
2435
$17K ﹤0.01%
+630
2436
$17K ﹤0.01%
+1,065
2437
$17K ﹤0.01%
360
-7,296
2438
$17K ﹤0.01%
+508
2439
$17K ﹤0.01%
+3,000
2440
$17K ﹤0.01%
+652
2441
$17K ﹤0.01%
+293
2442
$17K ﹤0.01%
+326
2443
$17K ﹤0.01%
414
-2,530
2444
$17K ﹤0.01%
500
+150
2445
$17K ﹤0.01%
500
+342
2446
$17K ﹤0.01%
+187
2447
$17K ﹤0.01%
818
-2,857
2448
$17K ﹤0.01%
+618
2449
$17K ﹤0.01%
+743
2450
$17K ﹤0.01%
+1,330
96 97
98
99 100