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
3101
$5K ﹤0.01%
+75
3102
$5K ﹤0.01%
+146
3103
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+95
3104
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1,000
-800
3105
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3106
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100
-10
3107
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+100
3108
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+145
3109
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400
+200
3110
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+850
3111
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+871
3112
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+261
3113
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+204
3114
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+211
3115
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+313
3116
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3117
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+1,144
3118
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+137
3119
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+2,200
3120
$5K ﹤0.01%
+24
3121
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+200
3122
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+132
3123
$5K ﹤0.01%
+8,240
3124
$5K ﹤0.01%
+96
3125
$5K ﹤0.01%
+97