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
4126
– –
-1,340
4127
$0 ﹤0.01%
+30
4128
$0 ﹤0.01%
+30
4129
– –
-645
4130
$0 ﹤0.01%
+20
4131
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+3
4132
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-200
4133
$0 ﹤0.01%
13
-210
4134
$0 ﹤0.01%
+13
4135
– –
-4,250
4136
– –
-1,000
4137
– –
-10
4138
$0 ﹤0.01%
+100
4139
– –
-452
4140
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-6
4141
$0 ﹤0.01%
+18
4142
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-19
4143
$0 ﹤0.01%
9
+7
4144
– –
-44,104
4145
– –
-1,642
4146
– –
-262
4147
– –
0
4148
– –
0
4149
$0 ﹤0.01%
+2
4150
$0 ﹤0.01%
+8
164 165
166
167 168