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
3351
$3K ﹤0.01%
59
+52
3352
$3K ﹤0.01%
+251
3353
$3K ﹤0.01%
1,000
-6,430
3354
$3K ﹤0.01%
56
-170
3355
$3K ﹤0.01%
+542
3356
$3K ﹤0.01%
+100
3357
$3K ﹤0.01%
+96
3358
$3K ﹤0.01%
+200
3359
$3K ﹤0.01%
+300
3360
$3K ﹤0.01%
+137
3361
$3K ﹤0.01%
+290
3362
$3K ﹤0.01%
+54
3363
$3K ﹤0.01%
+530
3364
$3K ﹤0.01%
94
+92
3365
$3K ﹤0.01%
+48
3366
$3K ﹤0.01%
+20
3367
$3K ﹤0.01%
+60
3368
$3K ﹤0.01%
33
-137
3369
– –
0
3370
$3K ﹤0.01%
+93
3371
$3K ﹤0.01%
+307
3372
$3K ﹤0.01%
+138
3373
$3K ﹤0.01%
+273
3374
$3K ﹤0.01%
+153
3375
$3K ﹤0.01%
+25
133 134
135
136 137