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
3901
– –
-24,463
3902
$0 ﹤0.01%
+22
3903
– –
-700
3904
– –
-150
3905
$0 ﹤0.01%
39
+36
3906
– –
-113
3907
– –
-430
3908
– –
-10
3909
– –
-2,151
3910
– –
-179
3911
– –
-1,800
3912
– –
-696
3913
– –
-200
3914
– –
-28
3915
– –
-2,000
3916
$0 ﹤0.01%
+24
3917
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-109
3918
$0 ﹤0.01%
+160
3919
– –
-20
3920
– –
-452
3921
– –
-250
3922
– –
-7,300
3923
– –
-31,355
3924
– –
-3,458
3925
– –
-1,402
155 156
157
158 159