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
3776
$1K ﹤0.01%
+440
3777
$1K ﹤0.01%
+80
3778
$1K ﹤0.01%
+25
3779
$1K ﹤0.01%
+4
3780
$1K ﹤0.01%
31
+15
3781
$1K ﹤0.01%
+56
3782
$1K ﹤0.01%
+40
3783
$1K ﹤0.01%
+40
3784
$1K ﹤0.01%
+15
3785
$1K ﹤0.01%
+517
3786
$1K ﹤0.01%
+333
3787
$1K ﹤0.01%
14
-54
3788
$1K ﹤0.01%
+78
3789
$1K ﹤0.01%
+1,500
3790
$1K ﹤0.01%
+16
3791
– –
0
3792
– –
-13
3793
– –
-768
3794
– –
-6,000
3795
– –
0
3796
– –
0
3797
$0 ﹤0.01%
+37
3798
– –
-196
3799
– –
-755
3800
– –
-833
150 151
152
153 154