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
3976
$0 ﹤0.01%
+4
3977
– –
-2
3978
$0 ﹤0.01%
+16
3979
$0 ﹤0.01%
+26
3980
$0 ﹤0.01%
+110
3981
$0 ﹤0.01%
+41
3982
$0 ﹤0.01%
+118
3983
$0 ﹤0.01%
+262
3984
$0 ﹤0.01%
+50
3985
$0 ﹤0.01%
+1,745
3986
$0 ﹤0.01%
+6
3987
$0 ﹤0.01%
+25
3988
$0 ﹤0.01%
+476
3989
– –
-25
3990
– –
-1,000
3991
– –
-1,000
3992
– –
-1,720
3993
$0 ﹤0.01%
1
-709
3994
$0 ﹤0.01%
+900
3995
$0 ﹤0.01%
+3
3996
$0 ﹤0.01%
+7
3997
$0 ﹤0.01%
11
-188
3998
– –
-1,005
3999
$0 ﹤0.01%
+1,000
4000
– –
-21
158 159
160
161 162