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
2826
$9K ﹤0.01%
+500
2827
$9K ﹤0.01%
+800
2828
$9K ﹤0.01%
+120
2829
$9K ﹤0.01%
+2,839
2830
$9K ﹤0.01%
+4,450
2831
$9K ﹤0.01%
+1,200
2832
$9K ﹤0.01%
5,525
+5,099
2833
$9K ﹤0.01%
+641
2834
$9K ﹤0.01%
+449
2835
$9K ﹤0.01%
+349
2836
$9K ﹤0.01%
+283
2837
$8K ﹤0.01%
+250
2838
$8K ﹤0.01%
+175
2839
$8K ﹤0.01%
+2,141
2840
$8K ﹤0.01%
+3,500
2841
$8K ﹤0.01%
162
+150
2842
$8K ﹤0.01%
371
+361
2843
$8K ﹤0.01%
170
-69
2844
$8K ﹤0.01%
29
2845
$8K ﹤0.01%
121
+12
2846
$8K ﹤0.01%
+200
2847
$8K ﹤0.01%
184
-144
2848
$8K ﹤0.01%
172
+154
2849
$8K ﹤0.01%
+726
2850
$8K ﹤0.01%
+383