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
4226
– –
-1,786
4227
$0 ﹤0.01%
6
+3
4228
– –
-135,299
4229
– –
-125
4230
– –
-1,374
4231
– –
-1,623
4232
– –
-2,633
4233
$0 ﹤0.01%
+5
4234
– –
-1
4235
$0 ﹤0.01%
+6
4236
$0 ﹤0.01%
+1
4237
– –
-60
4238
– –
-3,242
4239
– –
-710
4240
– –
-3,087
4241
– –
-1,484
4242
– –
-700
4243
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-3,458
4244
– –
-268
4245
– –
-16,236
4246
– –
-1,000
4247
$0 ﹤0.01%
+7
4248
– –
-500
4249
– –
-1,397
4250
– –
-20
168 169
170
171 172