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
4026
– –
-152
4027
– –
-351
4028
– –
-150
4029
$0 ﹤0.01%
+7
4030
– –
-14
4031
$0 ﹤0.01%
+7
4032
$0 ﹤0.01%
2
-1,119
4033
– –
-717
4034
$0 ﹤0.01%
+2
4035
– –
-38,526
4036
– –
-11
4037
– –
-2,234
4038
$0 ﹤0.01%
+1
4039
$0 ﹤0.01%
+21
4040
$0 ﹤0.01%
+1
4041
– –
-500
4042
$0 ﹤0.01%
+18
4043
– –
-214
4044
$0 ﹤0.01%
+17
4045
– –
-188
4046
– –
-42,715
4047
– –
0
4048
– –
-7,680
4049
– –
-97
4050
– –
-215
160 161
162
163 164