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
3051
$6K ﹤0.01%
140
-117
3052
$6K ﹤0.01%
+5
3053
$6K ﹤0.01%
330
+144
3054
$6K ﹤0.01%
+7
3055
$6K ﹤0.01%
723
+223
3056
$6K ﹤0.01%
+428
3057
$6K ﹤0.01%
+500
3058
$6K ﹤0.01%
+3,400
3059
$6K ﹤0.01%
+490
3060
$6K ﹤0.01%
162
+161
3061
$6K ﹤0.01%
328
-6,591
3062
$6K ﹤0.01%
+3,500
3063
$6K ﹤0.01%
80
+2
3064
$6K ﹤0.01%
+559
3065
$6K ﹤0.01%
238
-100
3066
$6K ﹤0.01%
+500
3067
$6K ﹤0.01%
+255
3068
$6K ﹤0.01%
+546
3069
$6K ﹤0.01%
+225
3070
$6K ﹤0.01%
+343
3071
$6K ﹤0.01%
+949
3072
$6K ﹤0.01%
+112
3073
$6K ﹤0.01%
+347
3074
$6K ﹤0.01%
+400
3075
$6K ﹤0.01%
+500
121 122
123
124 125