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
3301
$4K ﹤0.01%
+136
3302
$4K ﹤0.01%
+7,664
3303
$3K ﹤0.01%
+200
3304
$3K ﹤0.01%
+180
3305
$3K ﹤0.01%
+236
3306
$3K ﹤0.01%
+100
3307
$3K ﹤0.01%
128
+120
3308
$3K ﹤0.01%
+100
3309
$3K ﹤0.01%
400
-38
3310
$3K ﹤0.01%
+219
3311
$3K ﹤0.01%
+44
3312
$3K ﹤0.01%
+90
3313
$3K ﹤0.01%
+100
3314
$3K ﹤0.01%
+10
3315
$3K ﹤0.01%
+96
3316
$3K ﹤0.01%
+1,000
3317
$3K ﹤0.01%
+200
3318
$3K ﹤0.01%
230
+200
3319
$3K ﹤0.01%
+504
3320
$3K ﹤0.01%
+18
3321
$3K ﹤0.01%
+98
3322
$3K ﹤0.01%
140
+119
3323
$3K ﹤0.01%
+54
3324
$3K ﹤0.01%
129
-1,670
3325
$3K ﹤0.01%
+100
131 132
133
134 135