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
4001
– –
-23
4002
$0 ﹤0.01%
+1,471
4003
$0 ﹤0.01%
+2,000
4004
– –
-10,529
4005
$0 ﹤0.01%
+33
4006
– –
-300
4007
– –
-800
4008
– –
-2,450
4009
– –
-167
4010
– –
-8,566
4011
$0 ﹤0.01%
+14
4012
$0 ﹤0.01%
+18
4013
– –
-202
4014
$0 ﹤0.01%
+40
4015
– –
-880
4016
$0 ﹤0.01%
+104
4017
$0 ﹤0.01%
+5
4018
– –
-52
4019
– –
-350
4020
– –
-100
4021
$0 ﹤0.01%
+20
4022
– –
-850
4023
– –
-728
4024
– –
-546
4025
$0 ﹤0.01%
+170
159 160
161
162 163