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
4426
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-81
4427
$0 ﹤0.01%
+4
4428
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-150
4429
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4430
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4431
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-264
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$0 ﹤0.01%
+58
4433
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-600
4434
$0 ﹤0.01%
+29
4435
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-1,381
4436
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-1,340
4437
$0 ﹤0.01%
+30
4438
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4439
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4440
$0 ﹤0.01%
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4442
$0 ﹤0.01%
+20
4443
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4444
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4445
$0 ﹤0.01%
9
+7
4446
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-5,386
4447
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-40
4448
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-44,104
4449
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-1,642
4450
– –
-262
176 177
178
179 180