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
3926
– –
0
3927
– –
-2
3928
$0 ﹤0.01%
+2
3929
$0 ﹤0.01%
+100
3930
$0 ﹤0.01%
+2
3931
– –
0
3932
$0 ﹤0.01%
+4
3933
$0 ﹤0.01%
+1
3934
$0 ﹤0.01%
+34
3935
$0 ﹤0.01%
+2
3936
$0 ﹤0.01%
+4
3937
$0 ﹤0.01%
+67
3938
– –
-960
3939
– –
-1,833
3940
$0 ﹤0.01%
+21
3941
$0 ﹤0.01%
+46
3942
– –
-243
3943
$0 ﹤0.01%
+9
3944
– –
-762
3945
$0 ﹤0.01%
+1
3946
$0 ﹤0.01%
+2
3947
$0 ﹤0.01%
4
+2
3948
– –
-2
3949
$0 ﹤0.01%
+40
3950
– –
-7,503
156 157
158
159 160