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
4151
– –
-1,050
4152
– –
-201
4153
– –
-305
4154
$0 ﹤0.01%
+30
4155
$0 ﹤0.01%
+2
4156
– –
0
4157
$0 ﹤0.01%
10
+5
4158
$0 ﹤0.01%
23
+11
4159
– –
-198
4160
– –
-50,058
4161
– –
-1
4162
– –
-140
4163
– –
-15,660
4164
– –
-168
4165
$0 ﹤0.01%
2
+1
4166
$0 ﹤0.01%
+62
4167
$0 ﹤0.01%
+9
4168
$0 ﹤0.01%
+4
4169
– –
-20
4170
$0 ﹤0.01%
+3
4171
$0 ﹤0.01%
9
-2,376
4172
– –
-15
4173
– –
-6,254
4174
$0 ﹤0.01%
+13
4175
$0 ﹤0.01%
+4
165 166
167
168 169