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
4276
$0 ﹤0.01%
+3
4277
– –
-2,954
4278
– –
-3,929
4279
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-1
4280
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-350
4281
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-2,796
4282
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-55
4283
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-5
4284
$0 ﹤0.01%
+12
4285
$0 ﹤0.01%
+10
4286
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4287
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-1,500
4288
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-397
4289
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-9,200
4290
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-800
4291
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4292
$0 ﹤0.01%
+6
4293
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-3,700
4294
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-1,211
4295
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-50
4296
– –
0
4297
$0 ﹤0.01%
+7
4298
$0 ﹤0.01%
+2
4299
$0 ﹤0.01%
+100
4300
– –
-700
170 171
172
173 174