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
3701
$1K ﹤0.01%
+8
3702
$1K ﹤0.01%
+37
3703
$1K ﹤0.01%
+100
3704
$1K ﹤0.01%
+21
3705
$1K ﹤0.01%
17
3706
$1K ﹤0.01%
+75
3707
$1K ﹤0.01%
35
-8
3708
$1K ﹤0.01%
+100
3709
$1K ﹤0.01%
+188
3710
$1K ﹤0.01%
+2,000
3711
$1K ﹤0.01%
+22
3712
$1K ﹤0.01%
+45
3713
$1K ﹤0.01%
28
-659
3714
$1K ﹤0.01%
+60
3715
$1K ﹤0.01%
+67
3716
$1K ﹤0.01%
+9
3717
$1K ﹤0.01%
36
+17
3718
$1K ﹤0.01%
104
+4
3719
$1K ﹤0.01%
+9
3720
$1K ﹤0.01%
+21
3721
$1K ﹤0.01%
+24
3722
$1K ﹤0.01%
+29
3723
$1K ﹤0.01%
+10
3724
$1K ﹤0.01%
+42
3725
$1K ﹤0.01%
+15