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
4201
– –
-3,700
4202
– –
0
4203
$0 ﹤0.01%
+7
4204
$0 ﹤0.01%
+2
4205
$0 ﹤0.01%
+100
4206
– –
-700
4207
– –
-935
4208
– –
-740
4209
$0 ﹤0.01%
+13
4210
– –
-750
4211
$0 ﹤0.01%
+11
4212
– –
0
4213
– –
-41
4214
– –
-25
4215
– –
-249
4216
– –
0
4217
– –
-31,355
4218
$0 ﹤0.01%
+200
4219
– –
-9,326
4220
– –
-208
4221
– –
-859
4222
$0 ﹤0.01%
+44
4223
$0 ﹤0.01%
+19
4224
$0 ﹤0.01%
+34
4225
$0 ﹤0.01%
+16
167 168
169
170 171