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
2951
$7K ﹤0.01%
+541
2952
$7K ﹤0.01%
1,274
+1,186
2953
$7K ﹤0.01%
99
-196
2954
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+273
2955
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+16
2956
$7K ﹤0.01%
8,125
+7,300
2957
$7K ﹤0.01%
82
+75
2958
0
2959
$7K ﹤0.01%
+515
2960
$7K ﹤0.01%
+138
2961
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135
+35
2962
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+115
2963
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343
+322
2964
$7K ﹤0.01%
+600
2965
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+9
2966
$7K ﹤0.01%
+400
2967
$7K ﹤0.01%
+533
2968
$7K ﹤0.01%
+3,314
2969
$7K ﹤0.01%
+414
2970
$7K ﹤0.01%
+1,000
2971
$7K ﹤0.01%
+550
2972
$7K ﹤0.01%
+477
2973
$7K ﹤0.01%
620
2974
$7K ﹤0.01%
+251
2975
$7K ﹤0.01%
+150