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
4226
– –
-243
4227
$0 ﹤0.01%
+9
4228
– –
-762
4229
$0 ﹤0.01%
+1
4230
– –
-26
4231
– –
0
4232
– –
-112
4233
$0 ﹤0.01%
+2
4234
$0 ﹤0.01%
4
+2
4235
– –
-2
4236
$0 ﹤0.01%
+40
4237
– –
-225
4238
– –
-7,503
4239
– –
-1,445
4240
– –
-400
4241
$0 ﹤0.01%
+1
4242
$0 ﹤0.01%
+2
4243
– –
-2
4244
– –
-133,127
4245
– –
-32,794
4246
– –
-405
4247
– –
-9,790
4248
– –
-52
4249
– –
-29,257
4250
$0 ﹤0.01%
+8
168 169
170
171 172