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
3001
$6K ﹤0.01%
+282
3002
$6K ﹤0.01%
270
-624
3003
$6K ﹤0.01%
+145
3004
$6K ﹤0.01%
+270
3005
$6K ﹤0.01%
202
+184
3006
$6K ﹤0.01%
+1,218
3007
$6K ﹤0.01%
95
-205
3008
$6K ﹤0.01%
+6
3009
$6K ﹤0.01%
+200
3010
$6K ﹤0.01%
+585
3011
$6K ﹤0.01%
51
-58
3012
$6K ﹤0.01%
140
-16,962
3013
$6K ﹤0.01%
280
-532
3014
$6K ﹤0.01%
+200
3015
$6K ﹤0.01%
+599
3016
$6K ﹤0.01%
+542
3017
$6K ﹤0.01%
750
-1,905
3018
$6K ﹤0.01%
+241
3019
$6K ﹤0.01%
+241
3020
$6K ﹤0.01%
234
-807
3021
$6K ﹤0.01%
+126
3022
$6K ﹤0.01%
+118
3023
$6K ﹤0.01%
+191
3024
$6K ﹤0.01%
+783
3025
$6K ﹤0.01%
+275