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
4276
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-54
4277
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-3,000
4278
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4279
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0
4280
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4281
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4282
$0 ﹤0.01%
+5
4283
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4284
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4285
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+20
4286
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+170
4287
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+10
4288
$0 ﹤0.01%
+8
4289
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-174
4290
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-2,000
4291
$0 ﹤0.01%
+1
4292
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-300
4293
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-559
4294
$0 ﹤0.01%
+20
4295
– –
-4,106
4296
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-7
4297
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-26
4298
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-84
4299
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-1,135
4300
– –
-1
170 171
172
173 174