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
3426
$2K ﹤0.01%
+158
3427
$2K ﹤0.01%
+868
3428
$2K ﹤0.01%
190
+177
3429
$2K ﹤0.01%
+200
3430
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+200
3431
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+161
3432
– –
0
3433
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+132
3434
$2K ﹤0.01%
+118
3435
$2K ﹤0.01%
+71
3436
$2K ﹤0.01%
+75
3437
$2K ﹤0.01%
+35
3438
$2K ﹤0.01%
+70
3439
$2K ﹤0.01%
+85
3440
$2K ﹤0.01%
361
+61
3441
$2K ﹤0.01%
+28
3442
$2K ﹤0.01%
+105
3443
$2K ﹤0.01%
+128
3444
$2K ﹤0.01%
+36
3445
$2K ﹤0.01%
+121
3446
$2K ﹤0.01%
+100
3447
$2K ﹤0.01%
4
+3
3448
$2K ﹤0.01%
+73
3449
$2K ﹤0.01%
200
-686
3450
$2K ﹤0.01%
+57
136 137
138
139 140