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
4051
$0 ﹤0.01%
+40
4052
– –
-195
4053
– –
-550
4054
– –
-152,464
4055
– –
-1
4056
$0 ﹤0.01%
+4
4057
– –
-100
4058
$0 ﹤0.01%
+100
4059
– –
-1,756
4060
– –
-2
4061
– –
-683
4062
$0 ﹤0.01%
+20
4063
$0 ﹤0.01%
+27
4064
$0 ﹤0.01%
+2
4065
$0 ﹤0.01%
+9
4066
– –
-15
4067
$0 ﹤0.01%
+8
4068
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-60
4069
$0 ﹤0.01%
11
+5
4070
– –
-45
4071
– –
-5,333
4072
$0 ﹤0.01%
+34
4073
– –
-1,088
4074
– –
0
4075
$0 ﹤0.01%
+2
161 162
163
164 165