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
2926
$7K ﹤0.01%
+467
2927
$7K ﹤0.01%
+195
2928
$7K ﹤0.01%
+247
2929
$7K ﹤0.01%
+35
2930
$7K ﹤0.01%
+600
2931
$7K ﹤0.01%
+4,115
2932
$7K ﹤0.01%
181
-413
2933
$7K ﹤0.01%
+20
2934
$7K ﹤0.01%
1,000
-600
2935
$7K ﹤0.01%
+340
2936
$7K ﹤0.01%
367
+277
2937
$7K ﹤0.01%
+188
2938
$7K ﹤0.01%
+915
2939
$7K ﹤0.01%
+126
2940
$7K ﹤0.01%
+870
2941
$7K ﹤0.01%
+800
2942
$7K ﹤0.01%
+345
2943
$7K ﹤0.01%
+1,500
2944
$7K ﹤0.01%
+236
2945
$7K ﹤0.01%
1,100
+925
2946
$7K ﹤0.01%
+374
2947
$7K ﹤0.01%
300
-314
2948
$7K ﹤0.01%
+95
2949
$7K ﹤0.01%
+184
2950
$7K ﹤0.01%
164
-4,115
116 117
118
119 120