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
3276
$4K ﹤0.01%
+530
3277
$4K ﹤0.01%
+650
3278
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+580
3279
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+532
3280
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87
-142
3281
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3282
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+200
3283
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+350
3284
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+282
3285
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+105
3286
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+250
3287
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+500
3288
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+246
3289
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+392
3290
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+124
3291
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+275
3292
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+847
3293
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3294
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+400
3295
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+118
3296
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+327
3297
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+107
3298
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+299
3299
$4K ﹤0.01%
+500
3300
$4K ﹤0.01%
+500