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
4401
$0 ﹤0.01%
+4
4402
$0 ﹤0.01%
10
+5
4403
– –
-365
4404
– –
-4,033
4405
$0 ﹤0.01%
24
+12
4406
$0 ﹤0.01%
+1
4407
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-305
4408
$0 ﹤0.01%
+30
4409
$0 ﹤0.01%
+2
4410
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0
4411
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-15,660
4412
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-168
4413
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-7
4414
$0 ﹤0.01%
2
+1
4415
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4416
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4417
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-6,550
4418
$0 ﹤0.01%
+4
4419
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4420
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4421
$0 ﹤0.01%
9
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4422
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4423
– –
-6,254
4424
$0 ﹤0.01%
+13
4425
– –
-1
175 176
177
178 179