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
3176
$5K ﹤0.01%
+205
3177
$5K ﹤0.01%
+34
3178
$5K ﹤0.01%
+203
3179
$5K ﹤0.01%
+350
3180
$5K ﹤0.01%
+178
3181
$5K ﹤0.01%
+600
3182
$5K ﹤0.01%
+292
3183
$5K ﹤0.01%
+240
3184
$5K ﹤0.01%
+525
3185
$5K ﹤0.01%
+265
3186
$5K ﹤0.01%
+300
3187
$5K ﹤0.01%
+185
3188
$5K ﹤0.01%
+1,000
3189
$5K ﹤0.01%
+300
3190
$5K ﹤0.01%
+500
3191
$5K ﹤0.01%
+1,581
3192
$5K ﹤0.01%
+100
3193
$5K ﹤0.01%
+206
3194
$5K ﹤0.01%
+423
3195
$5K ﹤0.01%
+81
3196
$5K ﹤0.01%
+558
3197
$5K ﹤0.01%
+210
3198
$5K ﹤0.01%
+1,000
3199
$5K ﹤0.01%
+172
3200
$5K ﹤0.01%
+412