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
4076
$0 ﹤0.01%
+10
4077
– –
-1,500
4078
– –
-600
4079
– –
-407
4080
$0 ﹤0.01%
+16
4081
– –
-1,922
4082
$0 ﹤0.01%
+6
4083
– –
-400
4084
– –
-4,323
4085
– –
-3,430
4086
– –
-1,355
4087
– –
-2,584
4088
– –
-2,210
4089
– –
-26,933
4090
$0 ﹤0.01%
+6
4091
$0 ﹤0.01%
+2
4092
– –
0
4093
$0 ﹤0.01%
+28
4094
$0 ﹤0.01%
+66
4095
– –
0
4096
– –
-15
4097
$0 ﹤0.01%
+35
4098
– –
0
4099
$0 ﹤0.01%
3
-15
4100
$0 ﹤0.01%
+100
162 163
164
165 166