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
2651
$12K ﹤0.01%
+250
2652
$12K ﹤0.01%
324
+281
2653
$12K ﹤0.01%
200
+146
2654
$12K ﹤0.01%
+333
2655
$12K ﹤0.01%
700
2656
$12K ﹤0.01%
1,265
+499
2657
$12K ﹤0.01%
+76
2658
$12K ﹤0.01%
185
+125
2659
$12K ﹤0.01%
+1,650
2660
$12K ﹤0.01%
+800
2661
– –
0
2662
$12K ﹤0.01%
158
-444
2663
$12K ﹤0.01%
+322
2664
$12K ﹤0.01%
+1,000
2665
$12K ﹤0.01%
+1,000
2666
$12K ﹤0.01%
+615
2667
$12K ﹤0.01%
+1
2668
$11K ﹤0.01%
+200
2669
$11K ﹤0.01%
+160
2670
$11K ﹤0.01%
836
+632
2671
$11K ﹤0.01%
127
+53
2672
$11K ﹤0.01%
550
-1,060
2673
$11K ﹤0.01%
+201
2674
$11K ﹤0.01%
+342
2675
$11K ﹤0.01%
375
-835
105 106
107
108 109