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
3551
$2K ﹤0.01%
+132
3552
$2K ﹤0.01%
+274
3553
$2K ﹤0.01%
+50
3554
$2K ﹤0.01%
+46
3555
$2K ﹤0.01%
+235
3556
$1K ﹤0.01%
+8
3557
$1K ﹤0.01%
+45
3558
$1K ﹤0.01%
52
+20
3559
$1K ﹤0.01%
+21
3560
$1K ﹤0.01%
10
-4,456
3561
$1K ﹤0.01%
+122
3562
$1K ﹤0.01%
+15
3563
$1K ﹤0.01%
+27
3564
$1K ﹤0.01%
+15
3565
$1K ﹤0.01%
+24
3566
$1K ﹤0.01%
+13
3567
$1K ﹤0.01%
+11
3568
$1K ﹤0.01%
+102
3569
$1K ﹤0.01%
+1
3570
$1K ﹤0.01%
+463
3571
$1K ﹤0.01%
63
+15
3572
$1K ﹤0.01%
+65
3573
$1K ﹤0.01%
+100
3574
$1K ﹤0.01%
+440
3575
$1K ﹤0.01%
+80
141 142
143
144 145