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
3876
$0 ﹤0.01%
+2
3877
– –
-2
3878
– –
-52
3879
$0 ﹤0.01%
+8
3880
– –
-5,833
3881
– –
-1,500
3882
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-44
3883
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-250
3884
$0 ﹤0.01%
+2
3885
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-1,088
3886
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-200
3887
$0 ﹤0.01%
10
+1
3888
$0 ﹤0.01%
+33
3889
– –
-800
3890
– –
-2,450
3891
$0 ﹤0.01%
+11
3892
– –
-500
3893
$0 ﹤0.01%
+14
3894
$0 ﹤0.01%
+18
3895
– –
-202
3896
$0 ﹤0.01%
+40
3897
– –
-880
3898
$0 ﹤0.01%
+104
3899
– –
-850
3900
– –
-546
154 155
156
157 158