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
2676
$11K ﹤0.01%
128
+18
2677
$11K ﹤0.01%
500
-4,200
2678
$11K ﹤0.01%
130
+76
2679
$11K ﹤0.01%
170
+85
2680
$11K ﹤0.01%
+413
2681
$11K ﹤0.01%
326
+215
2682
$11K ﹤0.01%
+363
2683
$11K ﹤0.01%
200
+76
2684
$11K ﹤0.01%
+131
2685
$11K ﹤0.01%
+848
2686
$11K ﹤0.01%
457
+432
2687
$11K ﹤0.01%
252
-12,767
2688
$11K ﹤0.01%
1,038
+198
2689
$11K ﹤0.01%
195
-514
2690
$11K ﹤0.01%
+295
2691
$11K ﹤0.01%
+2,401
2692
$11K ﹤0.01%
+2,177
2693
$11K ﹤0.01%
+42
2694
$11K ﹤0.01%
780
+630
2695
$11K ﹤0.01%
120
-715
2696
$11K ﹤0.01%
157
-118
2697
$11K ﹤0.01%
879
+379
2698
$11K ﹤0.01%
164
2699
$11K ﹤0.01%
+755
2700
$11K ﹤0.01%
+245
106 107
108
109 110