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
3801
$0 ﹤0.01%
+2
3802
$0 ﹤0.01%
+37
3803
– –
-1,000
3804
– –
-446
3805
– –
-386
3806
– –
-500
3807
– –
0
3808
$0 ﹤0.01%
+7
3809
$0 ﹤0.01%
+33
3810
$0 ﹤0.01%
+100
3811
$0 ﹤0.01%
+41
3812
– –
0
3813
$0 ﹤0.01%
+125
3814
$0 ﹤0.01%
+8
3815
$0 ﹤0.01%
+7
3816
$0 ﹤0.01%
+50
3817
$0 ﹤0.01%
+50
3818
– –
-192
3819
$0 ﹤0.01%
+1
3820
– –
-92,000
3821
$0 ﹤0.01%
32
+19
3822
– –
-5,300
3823
– –
-232
3824
– –
-24,463
3825
$0 ﹤0.01%
+22
151 152
153
154 155