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
3201
$5K ﹤0.01%
+2,625
3202
$5K ﹤0.01%
+450
3203
$5K ﹤0.01%
+175
3204
$4K ﹤0.01%
130
-2,421
3205
$4K ﹤0.01%
233
-4,067
3206
$4K ﹤0.01%
140
3207
$4K ﹤0.01%
+258
3208
$4K ﹤0.01%
+408
3209
$4K ﹤0.01%
+375
3210
$4K ﹤0.01%
+251
3211
$4K ﹤0.01%
100
+85
3212
$4K ﹤0.01%
79
+12
3213
$4K ﹤0.01%
120
+102
3214
$4K ﹤0.01%
+140
3215
$4K ﹤0.01%
+234
3216
$4K ﹤0.01%
145
-383
3217
$4K ﹤0.01%
102
+87
3218
$4K ﹤0.01%
60
-213
3219
$4K ﹤0.01%
+98
3220
$4K ﹤0.01%
+61
3221
$4K ﹤0.01%
+24
3222
$4K ﹤0.01%
150
-1,049
3223
$4K ﹤0.01%
+57
3224
$4K ﹤0.01%
161
-3,043
3225
$4K ﹤0.01%
+157
127 128
129
130 131