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
2876
$8K ﹤0.01%
+3,280
2877
$8K ﹤0.01%
+165
2878
$8K ﹤0.01%
+90
2879
$8K ﹤0.01%
1,266
+1,223
2880
$8K ﹤0.01%
+78
2881
$8K ﹤0.01%
+400
2882
$8K ﹤0.01%
+169
2883
$8K ﹤0.01%
+663
2884
$8K ﹤0.01%
+4,175
2885
$8K ﹤0.01%
125
+25
2886
$8K ﹤0.01%
+438
2887
$8K ﹤0.01%
+2,000
2888
$8K ﹤0.01%
+4,014
2889
$8K ﹤0.01%
+230
2890
$8K ﹤0.01%
+227
2891
$8K ﹤0.01%
+506
2892
$8K ﹤0.01%
210
-351
2893
$8K ﹤0.01%
+7,000
2894
$8K ﹤0.01%
+3,600
2895
$8K ﹤0.01%
+610
2896
0
2897
$8K ﹤0.01%
+119
2898
$8K ﹤0.01%
+789
2899
$8K ﹤0.01%
+175
2900
$8K ﹤0.01%
+330