IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3876
$0 ﹤0.01%
+25
3877
$0 ﹤0.01%
+476
3878
– –
-25
3879
– –
-1,000
3880
– –
-1,000
3881
$0 ﹤0.01%
1
-709
3882
$0 ﹤0.01%
+24
3883
– –
-109
3884
$0 ﹤0.01%
+160
3885
$0 ﹤0.01%
+34
3886
– –
-1,088
3887
– –
0
3888
$0 ﹤0.01%
+2
3889
$0 ﹤0.01%
+10
3890
– –
-1,500
3891
$0 ﹤0.01%
+33
3892
$0 ﹤0.01%
+30
3893
– –
-54
3894
– –
-3,000
3895
– –
-600
3896
– –
-407
3897
$0 ﹤0.01%
+16
3898
– –
-1,922
3899
$0 ﹤0.01%
+6
3900
– –
-400
154 155
156
157 158