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
4101
$0 ﹤0.01%
+50
4102
$0 ﹤0.01%
+50
4103
– –
-192
4104
$0 ﹤0.01%
+1
4105
– –
-92,000
4106
$0 ﹤0.01%
32
+19
4107
– –
-4
4108
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-300
4109
– –
-559
4110
$0 ﹤0.01%
+20
4111
$0 ﹤0.01%
+6
4112
$0 ﹤0.01%
+114
4113
– –
-4,106
4114
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-7
4115
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-26
4116
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-84
4117
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-1,135
4118
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-1
4119
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-302
4120
– –
-3,000
4121
– –
-1,026
4122
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-548
4123
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-548
4124
– –
-1,000
4125
– –
-67
163 164
165
166 167