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
3676
$1K ﹤0.01%
+168
3677
$1K ﹤0.01%
+62
3678
$1K ﹤0.01%
70
-22,361
3679
$1K ﹤0.01%
+200
3680
$1K ﹤0.01%
+305
3681
$1K ﹤0.01%
+21
3682
$1K ﹤0.01%
+17
3683
$1K ﹤0.01%
+32
3684
$1K ﹤0.01%
+156
3685
$1K ﹤0.01%
35
+17
3686
$1K ﹤0.01%
+98
3687
$1K ﹤0.01%
+61
3688
$1K ﹤0.01%
+31
3689
$1K ﹤0.01%
+80
3690
$1K ﹤0.01%
+191
3691
– –
0
3692
$1K ﹤0.01%
+100
3693
$1K ﹤0.01%
+120
3694
$1K ﹤0.01%
+96
3695
$1K ﹤0.01%
173
+147
3696
$1K ﹤0.01%
128
-10,872
3697
$1K ﹤0.01%
53
-30,400
3698
$1K ﹤0.01%
+100
3699
$1K ﹤0.01%
+61
3700
$1K ﹤0.01%
+20
146 147
148
149 150