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
3226
$4K ﹤0.01%
+100
3227
$4K ﹤0.01%
+132
3228
$4K ﹤0.01%
889
+590
3229
$4K ﹤0.01%
+100
3230
$4K ﹤0.01%
+900
3231
$4K ﹤0.01%
+45
3232
$4K ﹤0.01%
+284
3233
$4K ﹤0.01%
+117
3234
$4K ﹤0.01%
+324
3235
$4K ﹤0.01%
+43
3236
$4K ﹤0.01%
+48
3237
$4K ﹤0.01%
+60
3238
$4K ﹤0.01%
+59
3239
$4K ﹤0.01%
377
+308
3240
$4K ﹤0.01%
1,158
+1,056
3241
$4K ﹤0.01%
199
+191
3242
$4K ﹤0.01%
+111
3243
$4K ﹤0.01%
+100
3244
$4K ﹤0.01%
+40
3245
$4K ﹤0.01%
+360
3246
$4K ﹤0.01%
207
+182
3247
$4K ﹤0.01%
+537
3248
$4K ﹤0.01%
+400
3249
$4K ﹤0.01%
+248
3250
$4K ﹤0.01%
163
-166
128 129
130
131 132