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
3576
$1K ﹤0.01%
+25
3577
$1K ﹤0.01%
+4
3578
$1K ﹤0.01%
31
+15
3579
$1K ﹤0.01%
+40
3580
$1K ﹤0.01%
+40
3581
$1K ﹤0.01%
+78
3582
$1K ﹤0.01%
+21
3583
$1K ﹤0.01%
+218
3584
$1K ﹤0.01%
+200
3585
$1K ﹤0.01%
257
3586
$1K ﹤0.01%
8
-334
3587
$1K ﹤0.01%
+166
3588
$1K ﹤0.01%
+1,500
3589
$1K ﹤0.01%
+16
3590
– –
0
3591
$1K ﹤0.01%
+150
3592
$1K ﹤0.01%
+36
3593
$1K ﹤0.01%
+61
3594
$1K ﹤0.01%
+100
3595
$1K ﹤0.01%
+13
3596
$1K ﹤0.01%
+200
3597
$1K ﹤0.01%
+350
3598
$1K ﹤0.01%
+49
3599
$1K ﹤0.01%
+110
3600
$1K ﹤0.01%
+111
142 143
144
145 146