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
3626
$1K ﹤0.01%
+4,000
3627
$1K ﹤0.01%
+100
3628
0
3629
$1K ﹤0.01%
+1,000
3630
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+40
3631
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+18
3632
$1K ﹤0.01%
+124
3633
$1K ﹤0.01%
+2,253
3634
$1K ﹤0.01%
+22
3635
$1K ﹤0.01%
+67
3636
$1K ﹤0.01%
+33
3637
$1K ﹤0.01%
+21
3638
$1K ﹤0.01%
+28
3639
$1K ﹤0.01%
+16
3640
$1K ﹤0.01%
+100
3641
$1K ﹤0.01%
+18
3642
$1K ﹤0.01%
+305
3643
$1K ﹤0.01%
+13
3644
$1K ﹤0.01%
+9
3645
$1K ﹤0.01%
+11
3646
$1K ﹤0.01%
+100
3647
$1K ﹤0.01%
+230
3648
$1K ﹤0.01%
+5,000
3649
$1K ﹤0.01%
+22
3650
$1K ﹤0.01%
+87