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
3851
$0 ﹤0.01%
+25
3852
$0 ﹤0.01%
+476
3853
– –
-25
3854
– –
-1,000
3855
– –
-1,000
3856
$0 ﹤0.01%
1
-709
3857
$0 ﹤0.01%
+24
3858
– –
-109
3859
$0 ﹤0.01%
+1,471
3860
$0 ﹤0.01%
+2,000
3861
– –
-10,529
3862
$0 ﹤0.01%
+46
3863
– –
-243
3864
$0 ﹤0.01%
+9
3865
– –
-762
3866
$0 ﹤0.01%
+1
3867
– –
-26
3868
– –
0
3869
– –
-755
3870
$0 ﹤0.01%
+2
3871
$0 ﹤0.01%
4
+2
3872
– –
-2
3873
$0 ﹤0.01%
+40
3874
– –
-7,503
3875
$0 ﹤0.01%
+1
153 154
155
156 157