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
3651
$1K ﹤0.01%
+1,540
3652
$1K ﹤0.01%
+200
3653
$1K ﹤0.01%
+2,362
3654
$1K ﹤0.01%
+20
3655
$1K ﹤0.01%
+26
3656
$1K ﹤0.01%
+56
3657
$1K ﹤0.01%
+200
3658
$1K ﹤0.01%
+15
3659
$1K ﹤0.01%
+517
3660
$1K ﹤0.01%
+333
3661
$1K ﹤0.01%
14
-54
3662
$1K ﹤0.01%
1,800
+1,700
3663
$1K ﹤0.01%
753
+730
3664
$1K ﹤0.01%
+56
3665
$1K ﹤0.01%
+26
3666
$1K ﹤0.01%
+38
3667
$1K ﹤0.01%
+1,000
3668
$1K ﹤0.01%
15
-55
3669
$1K ﹤0.01%
+26
3670
$1K ﹤0.01%
+17
3671
$1K ﹤0.01%
+34
3672
$1K ﹤0.01%
+51
3673
$1K ﹤0.01%
21
-1,761
3674
$1K ﹤0.01%
+638
3675
$1K ﹤0.01%
+100
145 146
147
148 149