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
2801
$9K ﹤0.01%
+125
2802
$9K ﹤0.01%
+348
2803
$9K ﹤0.01%
135
-93
2804
$9K ﹤0.01%
120
-90
2805
$9K ﹤0.01%
+347
2806
$9K ﹤0.01%
+825
2807
$9K ﹤0.01%
+465
2808
$9K ﹤0.01%
242
-2,055
2809
$9K ﹤0.01%
593
+516
2810
$9K ﹤0.01%
+32
2811
$9K ﹤0.01%
839
+790
2812
$9K ﹤0.01%
400
-8
2813
$9K ﹤0.01%
+600
2814
$9K ﹤0.01%
346
+224
2815
$9K ﹤0.01%
500
-1,855
2816
$9K ﹤0.01%
+468
2817
$9K ﹤0.01%
281
+231
2818
$9K ﹤0.01%
+5,000
2819
$9K ﹤0.01%
+1,700
2820
$9K ﹤0.01%
+1,000
2821
$9K ﹤0.01%
+250
2822
$9K ﹤0.01%
3,899
+3,599
2823
$9K ﹤0.01%
+250
2824
$9K ﹤0.01%
+400
2825
$9K ﹤0.01%
+1,492
111 112
113
114 115