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
3251
$4K ﹤0.01%
+188
3252
$4K ﹤0.01%
+130
3253
$4K ﹤0.01%
+135
3254
$4K ﹤0.01%
+98
3255
$4K ﹤0.01%
+150
3256
$4K ﹤0.01%
1,714
+1,143
3257
$4K ﹤0.01%
+500
3258
$4K ﹤0.01%
+228
3259
$4K ﹤0.01%
+1,608
3260
$4K ﹤0.01%
+60
3261
$4K ﹤0.01%
1,309
-691
3262
$4K ﹤0.01%
+21
3263
$4K ﹤0.01%
+238
3264
$4K ﹤0.01%
600
+100
3265
$4K ﹤0.01%
200
3266
$4K ﹤0.01%
149
+127
3267
$4K ﹤0.01%
+7
3268
$4K ﹤0.01%
+11
3269
$4K ﹤0.01%
+154
3270
$4K ﹤0.01%
1,707
+1,667
3271
$4K ﹤0.01%
212
+167
3272
$4K ﹤0.01%
+50
3273
$4K ﹤0.01%
+77
3274
$4K ﹤0.01%
41
+35
3275
$4K ﹤0.01%
+268
129 130
131
132 133