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
3026
$6K ﹤0.01%
+133
3027
$6K ﹤0.01%
+475
3028
$6K ﹤0.01%
349
-28,587
3029
$6K ﹤0.01%
+105
3030
$6K ﹤0.01%
+100
3031
$6K ﹤0.01%
+100
3032
$6K ﹤0.01%
233
-1,067
3033
$6K ﹤0.01%
152
-3,721
3034
$6K ﹤0.01%
+803
3035
$6K ﹤0.01%
+104
3036
$6K ﹤0.01%
74
+69
3037
$6K ﹤0.01%
+600
3038
$6K ﹤0.01%
+215
3039
$6K ﹤0.01%
+2,072
3040
$6K ﹤0.01%
+203
3041
$6K ﹤0.01%
+123
3042
$6K ﹤0.01%
+289
3043
$6K ﹤0.01%
12,500
+4,500
3044
$6K ﹤0.01%
+283
3045
$6K ﹤0.01%
+200
3046
$6K ﹤0.01%
+151
3047
$6K ﹤0.01%
+345
3048
$6K ﹤0.01%
+514
3049
$6K ﹤0.01%
74
-71
3050
$6K ﹤0.01%
148
-241
120 121
122
123 124