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
3726
$1K ﹤0.01%
+34
3727
$1K ﹤0.01%
+225
3728
$1K ﹤0.01%
+100
3729
$1K ﹤0.01%
+300
3730
$1K ﹤0.01%
+3
3731
– –
0
3732
$1K ﹤0.01%
27
-6,276
3733
$1K ﹤0.01%
42
-16,998
3734
– –
0
3735
$1K ﹤0.01%
+8
3736
$1K ﹤0.01%
+57
3737
$1K ﹤0.01%
+50
3738
$1K ﹤0.01%
+2
3739
$1K ﹤0.01%
75
-1,365
3740
$1K ﹤0.01%
+7
3741
$1K ﹤0.01%
150
+50
3742
$1K ﹤0.01%
35
-217
3743
$1K ﹤0.01%
+46
3744
$1K ﹤0.01%
+10
3745
$1K ﹤0.01%
+25
3746
$1K ﹤0.01%
+30
3747
$1K ﹤0.01%
+5
3748
$1K ﹤0.01%
+58
3749
$1K ﹤0.01%
+37
3750
$1K ﹤0.01%
+30
148 149
150
151 152