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
3326
$3K ﹤0.01%
+95
3327
$3K ﹤0.01%
273
-867
3328
$3K ﹤0.01%
159
+111
3329
$3K ﹤0.01%
+13
3330
$3K ﹤0.01%
+157
3331
$3K ﹤0.01%
+100
3332
$3K ﹤0.01%
+437
3333
$3K ﹤0.01%
+140
3334
$3K ﹤0.01%
112
+95
3335
$3K ﹤0.01%
+123
3336
$3K ﹤0.01%
+440
3337
$3K ﹤0.01%
+100
3338
$3K ﹤0.01%
+700
3339
$3K ﹤0.01%
+202
3340
$3K ﹤0.01%
+5
3341
$3K ﹤0.01%
196
+186
3342
$3K ﹤0.01%
+200
3343
$3K ﹤0.01%
151
+101
3344
$3K ﹤0.01%
106
-234
3345
$3K ﹤0.01%
+100
3346
$3K ﹤0.01%
+100
3347
$3K ﹤0.01%
166
+148
3348
$3K ﹤0.01%
+1
3349
$3K ﹤0.01%
100
-350
3350
$3K ﹤0.01%
100
-617
132 133
134
135 136