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
3501
$2K ﹤0.01%
+225
3502
$2K ﹤0.01%
114
+29
3503
$2K ﹤0.01%
58
-7,992
3504
$2K ﹤0.01%
+65
3505
$2K ﹤0.01%
28
+24
3506
$2K ﹤0.01%
+300
3507
$2K ﹤0.01%
+62
3508
$2K ﹤0.01%
+100
3509
$2K ﹤0.01%
+100
3510
$2K ﹤0.01%
+2
3511
$2K ﹤0.01%
92
+49
3512
$2K ﹤0.01%
278
+264
3513
$2K ﹤0.01%
+250
3514
$2K ﹤0.01%
+700
3515
$2K ﹤0.01%
+1,300
3516
$2K ﹤0.01%
+200
3517
$2K ﹤0.01%
+39
3518
$2K ﹤0.01%
+468
3519
$2K ﹤0.01%
170
+110
3520
$2K ﹤0.01%
+130
3521
$2K ﹤0.01%
133
+13
3522
$2K ﹤0.01%
+78
3523
$2K ﹤0.01%
82
-979
3524
$2K ﹤0.01%
216
3525
$2K ﹤0.01%
+444
139 140
141
142 143