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
3851
– –
-14
3852
$0 ﹤0.01%
+7
3853
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-170
3854
$0 ﹤0.01%
2
-1,119
3855
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-717
3856
$0 ﹤0.01%
+2
3857
– –
-38,526
3858
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-377
3859
– –
-195
3860
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-550
3861
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-152,464
3862
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-245
3863
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-1
3864
$0 ﹤0.01%
+4
3865
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-100
3866
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-100
3867
$0 ﹤0.01%
+100
3868
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-1,756
3869
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-2
3870
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-25
3871
– –
-683
3872
$0 ﹤0.01%
+20
3873
$0 ﹤0.01%
+27
3874
– –
-1,922
3875
– –
-3,212
153 154
155
156 157