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
4126
$0 ﹤0.01%
+4
4127
– –
-100
4128
$0 ﹤0.01%
+100
4129
– –
-1,756
4130
– –
-2
4131
– –
-683
4132
$0 ﹤0.01%
+20
4133
$0 ﹤0.01%
+27
4134
– –
-1,397
4135
$0 ﹤0.01%
+2
4136
$0 ﹤0.01%
+9
4137
– –
-15
4138
$0 ﹤0.01%
+8
4139
– –
-60
4140
$0 ﹤0.01%
11
+5
4141
– –
-45
4142
– –
-5,333
4143
– –
-6,000
4144
– –
-500
4145
– –
-400
4146
– –
-4,680
4147
$0 ﹤0.01%
+110
4148
– –
-54
4149
$0 ﹤0.01%
+7
4150
– –
0
164 165
166
167 168