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
4051
$0 ﹤0.01%
+37
4052
– –
-1,000
4053
– –
-446
4054
– –
-179
4055
– –
-8,760
4056
– –
-386
4057
– –
-7,175
4058
– –
-886
4059
– –
-50
4060
– –
0
4061
– –
-174
4062
$0 ﹤0.01%
+13
4063
– –
-6,600
4064
– –
-27,455
4065
– –
-142
4066
– –
-72
4067
$0 ﹤0.01%
+1,195
4068
$0 ﹤0.01%
+9
4069
$0 ﹤0.01%
+1
4070
$0 ﹤0.01%
+26
4071
$0 ﹤0.01%
+7
4072
$0 ﹤0.01%
+7
4073
$0 ﹤0.01%
+30
4074
$0 ﹤0.01%
+22
4075
$0 ﹤0.01%
+2
161 162
163
164 165