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
4101
$0 ﹤0.01%
2
-1,119
4102
– –
-717
4103
$0 ﹤0.01%
+2
4104
– –
-38,526
4105
– –
-11
4106
– –
-2,234
4107
$0 ﹤0.01%
+1
4108
$0 ﹤0.01%
+21
4109
$0 ﹤0.01%
+1
4110
– –
-500
4111
$0 ﹤0.01%
+18
4112
– –
-214
4113
$0 ﹤0.01%
+17
4114
– –
-188
4115
– –
-42,715
4116
– –
0
4117
– –
-7,680
4118
– –
-140
4119
– –
-97
4120
– –
-215
4121
$0 ﹤0.01%
+40
4122
– –
-195
4123
– –
-550
4124
– –
-152,464
4125
– –
-1
163 164
165
166 167