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
3801
$0 ﹤0.01%
+11
3802
– –
-47
3803
– –
-3,750
3804
$0 ﹤0.01%
+10
3805
– –
-148,746
3806
$0 ﹤0.01%
+18
3807
– –
-1,190
3808
$0 ﹤0.01%
+5
3809
– –
-1,150
3810
– –
-230
3811
– –
-6,652
3812
$0 ﹤0.01%
+4
3813
– –
-388
3814
– –
-710
3815
– –
-3,087
3816
– –
-1,484
3817
– –
-475
3818
– –
-35
3819
– –
-100
3820
– –
-89
3821
– –
0
3822
– –
-33
3823
– –
-14
3824
$0 ﹤0.01%
187
+170
3825
– –
-19
151 152
153
154 155