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
2751
$10K ﹤0.01%
+565
2752
$10K ﹤0.01%
+675
2753
$10K ﹤0.01%
324
+316
2754
$10K ﹤0.01%
+238
2755
$10K ﹤0.01%
71
+67
2756
$10K ﹤0.01%
+859
2757
$10K ﹤0.01%
+270
2758
$10K ﹤0.01%
+400
2759
$10K ﹤0.01%
+500
2760
$10K ﹤0.01%
+1,000
2761
$10K ﹤0.01%
1,200
+300
2762
$10K ﹤0.01%
+625
2763
$10K ﹤0.01%
+444
2764
$10K ﹤0.01%
+475
2765
$10K ﹤0.01%
180
+3
2766
$9K ﹤0.01%
+1,100
2767
$9K ﹤0.01%
+750
2768
$9K ﹤0.01%
+254
2769
$9K ﹤0.01%
+31
2770
$9K ﹤0.01%
+194
2771
$9K ﹤0.01%
+225
2772
$9K ﹤0.01%
+229
2773
$9K ﹤0.01%
+504
2774
$9K ﹤0.01%
+358
2775
$9K ﹤0.01%
582
-1,295
109 110
111
112 113