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
4276
– –
-35,508
4277
– –
-1,051
4278
$0 ﹤0.01%
+4
4279
– –
-972
4280
– –
-405
4281
$0 ﹤0.01%
+7
4282
– –
-2,859
4283
– –
-100
4284
– –
-1,750
4285
– –
-590
4286
$0 ﹤0.01%
+10
4287
$0 ﹤0.01%
+35
4288
– –
-26
4289
– –
0
4290
– –
-755
4291
– –
-728
4292
$0 ﹤0.01%
2
-8
4293
– –
-2,200
4294
– –
-1,300
4295
$0 ﹤0.01%
+5
4296
– –
-2,000
4297
$0 ﹤0.01%
+1,800
4298
$0 ﹤0.01%
+30
4299
$0 ﹤0.01%
+33
4300
$0 ﹤0.01%
+150
170 171
172
173 174