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
4326
$0 ﹤0.01%
+5
4327
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-91
4328
$0 ﹤0.01%
+2
4329
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4330
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0
4331
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+16
4332
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-454
4333
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-1,786
4334
$0 ﹤0.01%
6
+3
4335
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-135,299
4336
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4337
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-1,374
4338
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4339
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-1,623
4340
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4341
$0 ﹤0.01%
+5
4342
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-1,000
4343
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-5,652
4344
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-4,545
4345
– –
-1
4346
$0 ﹤0.01%
+6
4347
$0 ﹤0.01%
+1
4348
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4349
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-3,242
4350
– –
-6,472
172 173
174
175 176