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
3976
$0 ﹤0.01%
+22
3977
$0 ﹤0.01%
+12
3978
– –
0
3979
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3980
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+50
3981
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+6
3982
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+1,800
3983
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3985
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+150
3986
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+49
3987
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+4
3988
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3989
$0 ﹤0.01%
+108
3990
$0 ﹤0.01%
+5
3991
$0 ﹤0.01%
+3
3992
– –
-900
3993
– –
-1,064
3994
$0 ﹤0.01%
400
-640
3995
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-2
3996
$0 ﹤0.01%
3
+1
3997
$0 ﹤0.01%
+12
3998
– –
-5,000
3999
$0 ﹤0.01%
162
+122
4000
$0 ﹤0.01%
+5
158 159
160
161 162