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
2576
$14K ﹤0.01%
1,050
-110
2577
$14K ﹤0.01%
+517
2578
$14K ﹤0.01%
385
+30
2579
$14K ﹤0.01%
1,000
-6,395
2580
$14K ﹤0.01%
+930
2581
$14K ﹤0.01%
+235
2582
$14K ﹤0.01%
+448
2583
$14K ﹤0.01%
+107
2584
$14K ﹤0.01%
173
-122
2585
$14K ﹤0.01%
282
+195
2586
$14K ﹤0.01%
242
+91
2587
$14K ﹤0.01%
+400
2588
$14K ﹤0.01%
518
+448
2589
$14K ﹤0.01%
272
+261
2590
$14K ﹤0.01%
+44
2591
$14K ﹤0.01%
+356
2592
$14K ﹤0.01%
817
+17
2593
$14K ﹤0.01%
+1,520
2594
$14K ﹤0.01%
+617
2595
$14K ﹤0.01%
+325
2596
$14K ﹤0.01%
+900
2597
$13K ﹤0.01%
11
+9
2598
$13K ﹤0.01%
+353
2599
$13K ﹤0.01%
+438
2600
$13K ﹤0.01%
+218
102 103
104
105 106