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
2851
$8K ﹤0.01%
1,050
-6,327
2852
$8K ﹤0.01%
+238
2853
$8K ﹤0.01%
+218
2854
$8K ﹤0.01%
400
-237
2855
$8K ﹤0.01%
+514
2856
$8K ﹤0.01%
+1,551
2857
$8K ﹤0.01%
812
+747
2858
$8K ﹤0.01%
+124
2859
$8K ﹤0.01%
+402
2860
$8K ﹤0.01%
264
-976
2861
$8K ﹤0.01%
460
+179
2862
$8K ﹤0.01%
182
-866
2863
$8K ﹤0.01%
+777
2864
$8K ﹤0.01%
75
+10
2865
$8K ﹤0.01%
+128
2866
$8K ﹤0.01%
+383
2867
$8K ﹤0.01%
+169
2868
$8K ﹤0.01%
15
+14
2869
$8K ﹤0.01%
+380
2870
$8K ﹤0.01%
+493
2871
$8K ﹤0.01%
+594
2872
$8K ﹤0.01%
196
-1,819
2873
$8K ﹤0.01%
404
+363
2874
$8K ﹤0.01%
156
-1,170
2875
$8K ﹤0.01%
+347
113 114
115
116 117