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
4076
$0 ﹤0.01%
+13
4077
$0 ﹤0.01%
+22
4078
$0 ﹤0.01%
+12
4079
– –
0
4080
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+12
4081
$0 ﹤0.01%
+50
4082
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+6
4083
$0 ﹤0.01%
+1,800
4084
$0 ﹤0.01%
+30
4085
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+33
4086
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+150
4087
$0 ﹤0.01%
+49
4088
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4089
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4090
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+76
4091
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+108
4092
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4093
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4094
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4095
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+100
4096
$0 ﹤0.01%
+41
4097
– –
0
4098
$0 ﹤0.01%
+125
4099
$0 ﹤0.01%
+8
4100
$0 ﹤0.01%
+7
162 163
164
165 166