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
3401
$3K ﹤0.01%
+120
3402
$3K ﹤0.01%
+749
3403
$3K ﹤0.01%
+154
3404
$3K ﹤0.01%
+80
3405
$3K ﹤0.01%
+185
3406
$3K ﹤0.01%
9
-41
3407
$3K ﹤0.01%
+392
3408
$3K ﹤0.01%
+1,335
3409
$3K ﹤0.01%
+290
3410
$3K ﹤0.01%
+155
3411
$3K ﹤0.01%
+2,700
3412
$3K ﹤0.01%
39
+30
3413
$3K ﹤0.01%
+313
3414
$3K ﹤0.01%
62
-938
3415
$3K ﹤0.01%
+200
3416
$3K ﹤0.01%
42
-111
3417
$3K ﹤0.01%
31
-44
3418
$3K ﹤0.01%
+250
3419
$2K ﹤0.01%
+186
3420
$2K ﹤0.01%
+150
3421
$2K ﹤0.01%
103
+87
3422
$2K ﹤0.01%
+775
3423
$2K ﹤0.01%
+6
3424
$2K ﹤0.01%
+500
3425
$2K ﹤0.01%
+5
135 136
137
138 139