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
4351
– –
-3,050
4352
– –
-700
4353
– –
-3,458
4354
– –
-268
4355
– –
-16,236
4356
– –
-1,000
4357
$0 ﹤0.01%
+7
4358
– –
-500
4359
$0 ﹤0.01%
+3
4360
– –
-900
4361
– –
-1,064
4362
– –
-9,500
4363
$0 ﹤0.01%
400
-640
4364
– –
-2
4365
$0 ﹤0.01%
23
+11
4366
$0 ﹤0.01%
+12
4367
– –
-996
4368
– –
-5,000
4369
$0 ﹤0.01%
162
+122
4370
– –
-1,824
4371
– –
-2,611
4372
$0 ﹤0.01%
+5
4373
– –
-133
4374
– –
-897
4375
– –
-215
173 174
175
176 177