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
3901
$0 ﹤0.01%
+4
3902
$0 ﹤0.01%
+18
3903
– –
-135
3904
– –
-1,600
3905
$0 ﹤0.01%
5
3906
– –
-250
3907
– –
-200
3908
– –
-728
3909
$0 ﹤0.01%
2
-8
3910
– –
-2,200
3911
– –
-1,300
3912
$0 ﹤0.01%
+5
3913
– –
-50
3914
– –
-245
3915
$0 ﹤0.01%
+24
3916
– –
-7,175
3917
– –
-886
3918
– –
-50
3919
– –
0
3920
– –
-174
3921
$0 ﹤0.01%
+13
3922
– –
-6,600
3923
– –
-27,455
3924
– –
-1,876
3925
$0 ﹤0.01%
+1
155 156
157
158 159