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
3526
$2K ﹤0.01%
+200
3527
$2K ﹤0.01%
83
+21
3528
$2K ﹤0.01%
+410
3529
$2K ﹤0.01%
+122
3530
$2K ﹤0.01%
31
-262
3531
$2K ﹤0.01%
+150
3532
$2K ﹤0.01%
+900
3533
$2K ﹤0.01%
+27
3534
$2K ﹤0.01%
+100
3535
$2K ﹤0.01%
+70
3536
$2K ﹤0.01%
+100
3537
$2K ﹤0.01%
+747
3538
$2K ﹤0.01%
334
-1,166
3539
$2K ﹤0.01%
+63
3540
$2K ﹤0.01%
+63
3541
$2K ﹤0.01%
+1,000
3542
– –
0
3543
$2K ﹤0.01%
+37
3544
$2K ﹤0.01%
+128
3545
$2K ﹤0.01%
+321
3546
$2K ﹤0.01%
+200
3547
$2K ﹤0.01%
+200
3548
$2K ﹤0.01%
+477
3549
$2K ﹤0.01%
+4,527
3550
$2K ﹤0.01%
160
140 141
142
143 144