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
3776
$1K ﹤0.01%
14
-255
3777
$1K ﹤0.01%
231
3778
$1K ﹤0.01%
+96
3779
$1K ﹤0.01%
+26
3780
$1K ﹤0.01%
+50
3781
$1K ﹤0.01%
+45
3782
$1K ﹤0.01%
+33
3783
$1K ﹤0.01%
+543
3784
$1K ﹤0.01%
34
3785
$1K ﹤0.01%
+250
3786
$1K ﹤0.01%
+42
3787
$1K ﹤0.01%
44
+31
3788
$1K ﹤0.01%
+34
3789
$1K ﹤0.01%
+1,700
3790
$1K ﹤0.01%
+33
3791
$1K ﹤0.01%
4
-33
3792
$0 ﹤0.01%
+30
3793
$0 ﹤0.01%
+21
3794
– –
-6,000
3795
– –
-115
3796
– –
-1,750
3797
– –
-590
3798
$0 ﹤0.01%
+5
3799
– –
0
3800
– –
-2
150 151
152
153 154