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
2726
$10K ﹤0.01%
6,700
+2,500
2727
$10K ﹤0.01%
+657
2728
$10K ﹤0.01%
200
+32
2729
$10K ﹤0.01%
+412
2730
$10K ﹤0.01%
1,837
+497
2731
$10K ﹤0.01%
174
+142
2732
$10K ﹤0.01%
+290
2733
$10K ﹤0.01%
600
-3,718
2734
$10K ﹤0.01%
640
+521
2735
$10K ﹤0.01%
142
-108
2736
$10K ﹤0.01%
+405
2737
$10K ﹤0.01%
431
+390
2738
$10K ﹤0.01%
735
+674
2739
$10K ﹤0.01%
+280
2740
$10K ﹤0.01%
196
+127
2741
$10K ﹤0.01%
+152
2742
$10K ﹤0.01%
181
-74
2743
$10K ﹤0.01%
100
-215
2744
$10K ﹤0.01%
+513
2745
$10K ﹤0.01%
+300
2746
$10K ﹤0.01%
+1,000
2747
$10K ﹤0.01%
+251
2748
$10K ﹤0.01%
+450
2749
$10K ﹤0.01%
+886
2750
$10K ﹤0.01%
+600
108 109
110
111 112