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
2976
$7K ﹤0.01%
+444
2977
$7K ﹤0.01%
+275
2978
$7K ﹤0.01%
+1,168
2979
$7K ﹤0.01%
827
+627
2980
$7K ﹤0.01%
2,417
2981
$7K ﹤0.01%
+682
2982
$7K ﹤0.01%
377
-923
2983
$7K ﹤0.01%
+348
2984
$7K ﹤0.01%
+1,568
2985
$7K ﹤0.01%
+208
2986
$6K ﹤0.01%
+172
2987
$6K ﹤0.01%
+242
2988
$6K ﹤0.01%
+500
2989
$6K ﹤0.01%
+5
2990
$6K ﹤0.01%
1,000
+800
2991
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+350
2992
$6K ﹤0.01%
+269
2993
$6K ﹤0.01%
+731
2994
$6K ﹤0.01%
+280
2995
$6K ﹤0.01%
+1,081
2996
$6K ﹤0.01%
+213
2997
$6K ﹤0.01%
+134
2998
$6K ﹤0.01%
+1
2999
$6K ﹤0.01%
+350
3000
$6K ﹤0.01%
+1,100