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
4451
– –
0
4452
– –
-150
4453
– –
0
4454
$0 ﹤0.01%
+2
4455
$0 ﹤0.01%
+8
4456
– –
-2,100
4457
– –
-5,657
4458
– –
-1,240
4459
– –
-950
4460
– –
-1,454
4461
– –
-21,901
4462
– –
-3,100
4463
– –
-75
4464
– –
-9,729
4465
$0 ﹤0.01%
9
-391
4466
– –
-1,131
4467
– –
-492
4468
– –
-186
4469
– –
-100
4470
– –
-314
4471
– –
-115
4472
– –
-3,422
4473
– –
-47,597
4474
$0 ﹤0.01%
+4
4475
– –
-12,761
177 178
179
180 181