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
3826
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-3,802
3827
$0 ﹤0.01%
8
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3828
$0 ﹤0.01%
+3
3829
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3830
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+2
3831
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0
3832
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-3
3833
$0 ﹤0.01%
+10
3834
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3835
$0 ﹤0.01%
+2
3836
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-1,350
3837
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-528
3838
$0 ﹤0.01%
+4
3839
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-600
3840
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3841
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-2,763
3842
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3843
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3844
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$0 ﹤0.01%
+16
3846
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3847
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3848
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3849
$0 ﹤0.01%
+7
3850
– –
-605
152 153
154
155 156