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
4026
$0 ﹤0.01%
+10
4027
$0 ﹤0.01%
+8
4028
– –
-174
4029
$0 ﹤0.01%
+4
4030
$0 ﹤0.01%
+18
4031
– –
-135
4032
– –
-286
4033
– –
-1,600
4034
$0 ﹤0.01%
5
4035
– –
-250
4036
$0 ﹤0.01%
+21
4037
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-250
4038
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-200
4039
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-30
4040
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-728
4041
$0 ﹤0.01%
2
-8
4042
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4043
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4044
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4045
$0 ﹤0.01%
+5
4046
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4047
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-2,000
4048
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-50
4049
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4050
$0 ﹤0.01%
+24
160 161
162
163 164