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
4301
– –
-935
4302
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-740
4303
$0 ﹤0.01%
+13
4304
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-3,920
4305
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4306
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-750
4307
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-927
4308
$0 ﹤0.01%
+11
4309
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-2,300
4310
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0
4311
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4312
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4313
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4314
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4315
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0
4316
$0 ﹤0.01%
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4317
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4318
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4319
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-9,326
4320
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4321
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4322
$0 ﹤0.01%
+44
4323
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4324
$0 ﹤0.01%
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4325
$0 ﹤0.01%
+34
171 172
173
174 175