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
4151
– –
-3,100
4152
$0 ﹤0.01%
+5
4153
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4154
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-6,652
4155
$0 ﹤0.01%
9
-391
4156
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-1,131
4157
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-492
4158
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-314
4159
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-3,422
4160
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-47,597
4161
$0 ﹤0.01%
+4
4162
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4163
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-3,891
4164
$0 ﹤0.01%
+2
4165
$0 ﹤0.01%
+6
4166
$0 ﹤0.01%
+15
4167
– –
-679
4168
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-164
4169
– –
-171
4170
– –
-35,508
4171
– –
-1,051
4172
$0 ﹤0.01%
+4
4173
– –
-972
4174
– –
-49,807
4175
$0 ﹤0.01%
+2
165 166
167
168 169