IFP Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

IFP Advisors’s Portfolio ERC Stock Details ERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-86	Closed	-$5K	–	4668
2022 Q3	$5K	Hold	86	–	–	﹤0.01%	4020
2022 Q2	$5K	Hold	86	–	–	﹤0.01%	3770
2022 Q1	$5K	Buy	+86	New	+$976	﹤0.01%	3770
2019 Q1	–	Sell	-1,429	Closed	-$16K	–	2650
2018 Q4	$16K	Buy	+1,429	New	+$16.5K	﹤0.01%	2241
2017 Q4	–	Sell	-3,725	Closed	-$48.8K	–	3881
2017 Q3	$50K	Sell	3,725 -5,480	-60%	-$73.3K	﹤0.01%	1989
2017 Q2	$123K	Sell	9,205 -1,225	-12%	-$16.5K	0.01%	1416
2017 Q1	$139K	Buy	10,430 +2,080	+25%	+$27.4K	0.01%	1309
2016 Q4	$107K	Sell	8,350 -456	-5%	-$5.75K	0.01%	1405
2016 Q3	$114K	Buy	8,806 +300	+4%	+$3.88K	0.01%	1294
2016 Q2	$108K	Buy	+8,506	New	+$105K	0.01%	1290
2016 Q1	–	Sell	-8,752	Closed	-$99K	–	2668
2015 Q4	$99K	Buy	+8,752	New	+$101K	0.01%	1183

Other funds holding ERC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

IFP Advisors's ERC Position: Q4 2022 in Review

IFP Advisors sold out of Allspring Multi-Sector Income Fund (ERC) in Q4 2022, closing a stake of 86 shares — an estimated $5K sold.

IFP Advisors first reported a position in ERC in Q4 2015 and held it in 11 quarters. The position peaked at $139K in Q1 2017. 61 funds tracked by Wall St. Rank hold ERC as of Q4 2022.

IFP Advisors reported no remaining Allspring Multi-Sector Income Fund position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 86 Allspring Multi-Sector Income Fund shares in Q4 2022, an estimated $5K.
IFP Advisors first reported a position in Allspring Multi-Sector Income Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's Allspring Multi-Sector Income Fund position peaked at $139K in Q1 2017.
61 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.