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
3751
$1K ﹤0.01%
+200
3752
$1K ﹤0.01%
+80
3753
$1K ﹤0.01%
+102
3754
$1K ﹤0.01%
+60
3755
$1K ﹤0.01%
+30
3756
$1K ﹤0.01%
+56
3757
$1K ﹤0.01%
15
-48
3758
$1K ﹤0.01%
51
+24
3759
$1K ﹤0.01%
23
+11
3760
$1K ﹤0.01%
+21
3761
$1K ﹤0.01%
+160
3762
$1K ﹤0.01%
27
-14
3763
$1K ﹤0.01%
+60
3764
$1K ﹤0.01%
+39
3765
$1K ﹤0.01%
+20
3766
$1K ﹤0.01%
109
-138
3767
$1K ﹤0.01%
+102
3768
$1K ﹤0.01%
+63
3769
$1K ﹤0.01%
+79
3770
$1K ﹤0.01%
+41
3771
$1K ﹤0.01%
79
+31
3772
$1K ﹤0.01%
58
+54
3773
$1K ﹤0.01%
+56
3774
$1K ﹤0.01%
2,665
+2,657
3775
$1K ﹤0.01%
+100
149 150
151
152 153