IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$34.1M 1.91%
404,845
+368,073
2
$33.7M 1.88%
314,108
+258,260
3
$30.7M 1.71%
272,355
+195,906
4
$30M 1.68%
1,255,232
+919,352
5
$28.2M 1.57%
863,689
+717,366
6
$27.2M 1.52%
130,016
+17,030
7
$23.2M 1.29%
247,103
+213,089
8
$21.8M 1.22%
257,023
+232,199
9
$20M 1.12%
358,014
+308,521
10
$18.8M 1.05%
124,391
+106,248
11
$16.1M 0.9%
233,787
+178,618
12
$15.9M 0.89%
148,319
+36,362
13
$15.2M 0.85%
184,572
+62,374
14
$15.1M 0.84%
124,311
+100,811
15
$14.9M 0.83%
142,002
+121,220
16
$14M 0.78%
468,555
+63,315
17
$13.4M 0.75%
870,152
+866,082
18
$12.5M 0.7%
416,729
+380,240
19
$12.4M 0.69%
59,036
+5,609
20
$12.3M 0.69%
1,315,215
+1,314,215
21
$10.7M 0.6%
208,776
+180,629
22
$10.2M 0.57%
225,464
+166,507
23
$9.9M 0.55%
1,181,322
+1,181,310
24
$9.89M 0.55%
92,232
+78,579
25
$9.77M 0.55%
110,189
+87,057
1
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