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
2601
$13K ﹤0.01%
+393
2602
$13K ﹤0.01%
300
+80
2603
$13K ﹤0.01%
+1,842
2604
$13K ﹤0.01%
128
+91
2605
$13K ﹤0.01%
158
+42
2606
$13K ﹤0.01%
+1,046
2607
$13K ﹤0.01%
300
-100
2608
$13K ﹤0.01%
+248
2609
$13K ﹤0.01%
+676
2610
$13K ﹤0.01%
199
+108
2611
$13K ﹤0.01%
+200
2612
$13K ﹤0.01%
189
+133
2613
$13K ﹤0.01%
131
-900
2614
$13K ﹤0.01%
218
+154
2615
$13K ﹤0.01%
571
+81
2616
$13K ﹤0.01%
+1,300
2617
$13K ﹤0.01%
+357
2618
$13K ﹤0.01%
+315
2619
$13K ﹤0.01%
+1,100
2620
$13K ﹤0.01%
+4,550
2621
$13K ﹤0.01%
+948
2622
$13K ﹤0.01%
+142
2623
$13K ﹤0.01%
+772
2624
$13K ﹤0.01%
+731
2625
$13K ﹤0.01%
103
+99
103 104
105
106 107