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
4301
$0 ﹤0.01%
+49
4302
– –
-10
4303
– –
-2,151
4304
– –
-4
4305
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-300
4306
– –
-559
4307
$0 ﹤0.01%
+20
4308
$0 ﹤0.01%
+6
4309
$0 ﹤0.01%
+114
4310
– –
-3,750
4311
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-4,106
4312
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-7
4313
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-432
4314
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-200
4315
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-28
4316
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-2,000
4317
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-1,350
4318
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0
4319
$0 ﹤0.01%
9
-75,191
4320
$0 ﹤0.01%
+2
4321
– –
-1,725
4322
$0 ﹤0.01%
+30
4323
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-500
4324
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-1,042
4325
– –
-33,394
170 171 172
173
174