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
3376
$3K ﹤0.01%
+167
3377
$3K ﹤0.01%
+530
3378
$3K ﹤0.01%
31
+16
3379
$3K ﹤0.01%
+431
3380
$3K ﹤0.01%
+230
3381
$3K ﹤0.01%
+1,200
3382
$3K ﹤0.01%
+236
3383
$3K ﹤0.01%
+530
3384
$3K ﹤0.01%
215
-440
3385
$3K ﹤0.01%
+92
3386
$3K ﹤0.01%
+600
3387
$3K ﹤0.01%
+135
3388
$3K ﹤0.01%
+1,000
3389
$3K ﹤0.01%
+110
3390
$3K ﹤0.01%
+123
3391
$3K ﹤0.01%
+500
3392
$3K ﹤0.01%
+100
3393
$3K ﹤0.01%
+148
3394
$3K ﹤0.01%
+144
3395
$3K ﹤0.01%
+420
3396
$3K ﹤0.01%
+296
3397
$3K ﹤0.01%
+262
3398
$3K ﹤0.01%
+500
3399
$3K ﹤0.01%
+3,050
3400
$3K ﹤0.01%
+30