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
4251
$0 ﹤0.01%
+10
4252
– –
-486
4253
$0 ﹤0.01%
+33
4254
$0 ﹤0.01%
+30
4255
– –
-1,050
4256
– –
-201
4257
$0 ﹤0.01%
+4
4258
– –
-5,657
4259
– –
-21,901
4260
$0 ﹤0.01%
+11
4261
$0 ﹤0.01%
+5
4262
$0 ﹤0.01%
+2
4263
– –
0
4264
– –
-9,500
4265
– –
-897
4266
– –
-35
4267
– –
-100
4268
– –
0
4269
$0 ﹤0.01%
+3
4270
– –
-68
4271
– –
-1,360
4272
– –
-12
4273
– –
-44
4274
$0 ﹤0.01%
+1
4275
– –
-140
169 170
171
172 173