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
3126
$5K ﹤0.01%
+450
3127
$5K ﹤0.01%
+1,200
3128
$5K ﹤0.01%
+140
3129
$5K ﹤0.01%
+232
3130
$5K ﹤0.01%
+102
3131
$5K ﹤0.01%
+221
3132
$5K ﹤0.01%
120
-19,572
3133
$5K ﹤0.01%
+186
3134
$5K ﹤0.01%
325
3135
$5K ﹤0.01%
305
+272
3136
$5K ﹤0.01%
169
-12,249
3137
$5K ﹤0.01%
+500
3138
$5K ﹤0.01%
+100
3139
$5K ﹤0.01%
+343
3140
$5K ﹤0.01%
146
-2,915
3141
$5K ﹤0.01%
84
-3
3142
$5K ﹤0.01%
+77
3143
$5K ﹤0.01%
100
-25
3144
$5K ﹤0.01%
+98
3145
$5K ﹤0.01%
+300
3146
$5K ﹤0.01%
217
+205
3147
$5K ﹤0.01%
280
-1,025
3148
$5K ﹤0.01%
+100
3149
$5K ﹤0.01%
+168
3150
$5K ﹤0.01%
+165
124 125
126
127 128