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
4001
– –
-7,175
4002
– –
-886
4003
– –
-50
4004
– –
0
4005
– –
-174
4006
$0 ﹤0.01%
+13
4007
– –
-6,600
4008
– –
-27,455
4009
– –
-1,876
4010
$0 ﹤0.01%
+1
4011
– –
-72
4012
$0 ﹤0.01%
+1,195
4013
$0 ﹤0.01%
+9
4014
$0 ﹤0.01%
+200
4015
– –
-9,326
4016
– –
-208
4017
– –
-859
4018
$0 ﹤0.01%
+44
4019
$0 ﹤0.01%
+19
4020
$0 ﹤0.01%
+34
4021
$0 ﹤0.01%
+5
4022
$0 ﹤0.01%
+2
4023
– –
0
4024
$0 ﹤0.01%
+16
4025
– –
-1,786
159 160
161
162 163