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
3451
$2K ﹤0.01%
+16
3452
$2K ﹤0.01%
1,516
+1,290
3453
$2K ﹤0.01%
+128
3454
$2K ﹤0.01%
+100
3455
$2K ﹤0.01%
+239
3456
$2K ﹤0.01%
+98
3457
$2K ﹤0.01%
250
-167
3458
$2K ﹤0.01%
+250
3459
$2K ﹤0.01%
+1,500
3460
$2K ﹤0.01%
+175
3461
$2K ﹤0.01%
+8
3462
$2K ﹤0.01%
+1,380
3463
$2K ﹤0.01%
+609
3464
$2K ﹤0.01%
+46
3465
$2K ﹤0.01%
+39
3466
$2K ﹤0.01%
+400
3467
$2K ﹤0.01%
+230
3468
$2K ﹤0.01%
+76
3469
$2K ﹤0.01%
+125
3470
$2K ﹤0.01%
16
-11
3471
$2K ﹤0.01%
151
-22
3472
$2K ﹤0.01%
50
-8,678
3473
$2K ﹤0.01%
+147
3474
$2K ﹤0.01%
+100
3475
$2K ﹤0.01%
+294
137 138
139
140 141