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
4251
– –
-5,833
4252
– –
-1,500
4253
– –
-44
4254
– –
-700
4255
– –
-250
4256
– –
-2,059
4257
– –
-200
4258
$0 ﹤0.01%
+2
4259
– –
-1,088
4260
– –
-200
4261
– –
-218
4262
$0 ﹤0.01%
10
+1
4263
– –
-177
4264
– –
-795
4265
– –
-75
4266
$0 ﹤0.01%
+33
4267
– –
-431
4268
– –
-636
4269
$0 ﹤0.01%
+21
4270
– –
-100
4271
– –
-50
4272
– –
-19,964
4273
– –
-13,266
4274
– –
-446
4275
– –
-126
169 170
171
172 173