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
4101
– –
-460
4102
$0 ﹤0.01%
+9
4103
– –
-3,027
4104
$0 ﹤0.01%
37
-4,163
4105
$0 ﹤0.01%
+2
4106
– –
-125
4107
– –
-80
4108
$0 ﹤0.01%
+100
4109
$0 ﹤0.01%
+2
4110
– –
0
4111
$0 ﹤0.01%
+4
4112
$0 ﹤0.01%
+1
4113
$0 ﹤0.01%
+34
4114
$0 ﹤0.01%
+2
4115
$0 ﹤0.01%
+4
4116
$0 ﹤0.01%
+67
4117
– –
-960
4118
– –
-1,833
4119
$0 ﹤0.01%
+21
4120
$0 ﹤0.01%
+4
4121
– –
-150
4122
– –
-91
4123
$0 ﹤0.01%
+58
4124
– –
-600
4125
$0 ﹤0.01%
+29
163 164
165
166 167