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

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
2776
$9K ﹤0.01%
+649
2777
$9K ﹤0.01%
+2,620
2778
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+1,671
2779
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250
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2780
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2781
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+5,200
2782
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+500
2783
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+1,096
2784
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+506
2785
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+198
2786
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2787
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+155
2788
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120
+54
2789
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2790
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+784
2791
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2792
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505
-5,666
2793
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+349
2794
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+345
2795
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+192
2796
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+150
2797
$9K ﹤0.01%
+421
2798
$9K ﹤0.01%
2,419
+1,812
2799
$9K ﹤0.01%
+290
2800
$9K ﹤0.01%
82
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