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
2501
$16K ﹤0.01%
+931
2502
$16K ﹤0.01%
+652
2503
$16K ﹤0.01%
+1,000
2504
$16K ﹤0.01%
+943
2505
$16K ﹤0.01%
+294
2506
$15K ﹤0.01%
346
-20
2507
$15K ﹤0.01%
+1,116
2508
$15K ﹤0.01%
753
-1,642
2509
$15K ﹤0.01%
233
-1,169
2510
$15K ﹤0.01%
+228
2511
$15K ﹤0.01%
816
+416
2512
$15K ﹤0.01%
293
-2,079
2513
$15K ﹤0.01%
478
+450
2514
$15K ﹤0.01%
1,367
-24,221
2515
$15K ﹤0.01%
464
+363
2516
$15K ﹤0.01%
+1,382
2517
$15K ﹤0.01%
295
2518
$15K ﹤0.01%
+700
2519
$15K ﹤0.01%
625
-2,214
2520
$15K ﹤0.01%
500
-394
2521
$15K ﹤0.01%
1,233
-3,108
2522
$15K ﹤0.01%
217
+215
2523
$15K ﹤0.01%
975
+943
2524
$15K ﹤0.01%
+537
2525
$15K ﹤0.01%
+860
99 100
101
102 103