IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
4,747
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$27.4M
3
+$22.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
T icon
AT&T
T
+$21.3M

Top Sells

1
+$16.1M
2
+$10.7M
3
+$6.94M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.24M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$5.51M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$16K ﹤0.01%
+210
2477
$16K ﹤0.01%
+324
2478
$16K ﹤0.01%
3,576
+3,169
2479
$16K ﹤0.01%
1,000
+175
2480
$16K ﹤0.01%
+2
2481
$16K ﹤0.01%
+300
2482
$16K ﹤0.01%
+553
2483
$16K ﹤0.01%
+580
2484
$16K ﹤0.01%
+591
2485
$16K ﹤0.01%
+973
2486
$16K ﹤0.01%
+4,000
2487
$16K ﹤0.01%
152
-30
2488
$16K ﹤0.01%
+374
2489
$16K ﹤0.01%
283
-1,282
2490
$16K ﹤0.01%
+686
2491
$16K ﹤0.01%
1,000
+380
2492
$16K ﹤0.01%
+1,136
2493
$16K ﹤0.01%
315
+291
2494
$16K ﹤0.01%
+1,000
2495
$16K ﹤0.01%
465
-217
2496
$16K ﹤0.01%
4,230
+230
2497
$16K ﹤0.01%
+370
2498
$16K ﹤0.01%
+419
2499
$16K ﹤0.01%
+256
2500
$16K ﹤0.01%
+257
98 99
100
101 102