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

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
3601
$1K ﹤0.01%
+1,657
3602
$1K ﹤0.01%
+68
3603
$1K ﹤0.01%
+104
3604
$1K ﹤0.01%
+10
3605
$1K ﹤0.01%
+75
3606
$1K ﹤0.01%
+26
3607
$1K ﹤0.01%
+157
3608
$1K ﹤0.01%
+89
3609
$1K ﹤0.01%
+167
3610
0
3611
$1K ﹤0.01%
+33
3612
$1K ﹤0.01%
+2
3613
$1K ﹤0.01%
+831
3614
$1K ﹤0.01%
+60
3615
$1K ﹤0.01%
+500
3616
$1K ﹤0.01%
+21
3617
$1K ﹤0.01%
+100
3618
$1K ﹤0.01%
+63
3619
$1K ﹤0.01%
+62
3620
$1K ﹤0.01%
+85
3621
$1K ﹤0.01%
+150
3622
$1K ﹤0.01%
+3,619
3623
$1K ﹤0.01%
+15
3624
$1K ﹤0.01%
+55
3625
$1K ﹤0.01%
+18