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
2901
$8K ﹤0.01%
+142
2902
$7K ﹤0.01%
300
+200
2903
$7K ﹤0.01%
+328
2904
$7K ﹤0.01%
+291
2905
$7K ﹤0.01%
+374
2906
$7K ﹤0.01%
459
+80
2907
$7K ﹤0.01%
200
-27
2908
$7K ﹤0.01%
+328
2909
$7K ﹤0.01%
+200
2910
$7K ﹤0.01%
+500
2911
$7K ﹤0.01%
+395
2912
$7K ﹤0.01%
+965
2913
$7K ﹤0.01%
+600
2914
$7K ﹤0.01%
+850
2915
$7K ﹤0.01%
+312
2916
$7K ﹤0.01%
150
-461
2917
$7K ﹤0.01%
+273
2918
$7K ﹤0.01%
+107
2919
$7K ﹤0.01%
+250
2920
$7K ﹤0.01%
164
-1,744
2921
$7K ﹤0.01%
550
-3,103
2922
$7K ﹤0.01%
192
-168
2923
$7K ﹤0.01%
+200
2924
$7K ﹤0.01%
+184
2925
$7K ﹤0.01%
+142
115 116
117
118 119