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
4326
– –
0
4327
$0 ﹤0.01%
10
+5
4328
– –
-400
4329
$0 ﹤0.01%
23
+11
4330
– –
-198
4331
– –
-50,058
4332
– –
-1
4333
– –
-140
4334
– –
-15,660
4335
– –
-168
4336
$0 ﹤0.01%
2
+1
4337
$0 ﹤0.01%
+62
4338
$0 ﹤0.01%
+9
4339
$0 ﹤0.01%
+4
4340
– –
-20
4341
$0 ﹤0.01%
+3
4342
$0 ﹤0.01%
9
-2,376
4343
– –
-15
4344
– –
-6,254
4345
$0 ﹤0.01%
+13
170 171 172 173
174