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
3826
– –
-700
3827
– –
-150
3828
$0 ﹤0.01%
39
+36
3829
– –
-113
3830
– –
-33,394
3831
– –
-50
3832
– –
-249
3833
– –
-405
3834
– –
-400
3835
$0 ﹤0.01%
+44
3836
$0 ﹤0.01%
+5
3837
– –
-450
3838
– –
0
3839
$0 ﹤0.01%
+10
3840
$0 ﹤0.01%
+4
3841
– –
-2
3842
$0 ﹤0.01%
+16
3843
$0 ﹤0.01%
+26
3844
$0 ﹤0.01%
+110
3845
$0 ﹤0.01%
+41
3846
$0 ﹤0.01%
+118
3847
$0 ﹤0.01%
+262
3848
$0 ﹤0.01%
+50
3849
$0 ﹤0.01%
+1,745
3850
$0 ﹤0.01%
+6
152 153
154
155 156