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
3476
$2K ﹤0.01%
+45
3477
$2K ﹤0.01%
7
-2
3478
$2K ﹤0.01%
238
+119
3479
$2K ﹤0.01%
100
-463
3480
$2K ﹤0.01%
+50
3481
$2K ﹤0.01%
+85
3482
$2K ﹤0.01%
+84
3483
$2K ﹤0.01%
57
+25
3484
$2K ﹤0.01%
+110
3485
$2K ﹤0.01%
48
-102
3486
$2K ﹤0.01%
281
-27,402
3487
$2K ﹤0.01%
+254
3488
$2K ﹤0.01%
176
+76
3489
$2K ﹤0.01%
+55
3490
$2K ﹤0.01%
+100
3491
$2K ﹤0.01%
+143
3492
$2K ﹤0.01%
+565
3493
$2K ﹤0.01%
104
+4
3494
$2K ﹤0.01%
40
-257
3495
$2K ﹤0.01%
+369
3496
$2K ﹤0.01%
225
+123
3497
$2K ﹤0.01%
+81
3498
$2K ﹤0.01%
+57
3499
– –
0
3500
$2K ﹤0.01%
+250
138 139
140
141 142