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
2451
$17K ﹤0.01%
7,049
+3,185
2452
$17K ﹤0.01%
754
-746
2453
$17K ﹤0.01%
900
+400
2454
$17K ﹤0.01%
+1,102
2455
$17K ﹤0.01%
+562
2456
$17K ﹤0.01%
+268
2457
$17K ﹤0.01%
+8
2458
$17K ﹤0.01%
+400
2459
$17K ﹤0.01%
+1,102
2460
$17K ﹤0.01%
+200
2461
$16K ﹤0.01%
+294
2462
$16K ﹤0.01%
+996
2463
$16K ﹤0.01%
+717
2464
$16K ﹤0.01%
+4,750
2465
$16K ﹤0.01%
371
-196
2466
$16K ﹤0.01%
+794
2467
$16K ﹤0.01%
+4,155
2468
$16K ﹤0.01%
+621
2469
$16K ﹤0.01%
+1,700
2470
$16K ﹤0.01%
+210
2471
$16K ﹤0.01%
+324
2472
$16K ﹤0.01%
3,576
+3,169
2473
$16K ﹤0.01%
1,000
+175
2474
$16K ﹤0.01%
+2
2475
$16K ﹤0.01%
417
+416
97 98
99
100 101