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
626
$408K 0.02%
+30,450
627
$408K 0.02%
30,342
+28,340
628
$408K 0.02%
34,786
+16,438
629
$407K 0.02%
6,512
+5,132
630
$407K 0.02%
18,887
+18,426
631
$405K 0.02%
8,598
+8,329
632
$405K 0.02%
3,085
+2,552
633
$402K 0.02%
1,852
+1,672
634
$402K 0.02%
+8,731
635
$401K 0.02%
22,200
+7,350
636
$401K 0.02%
+11,576
637
$400K 0.02%
10,928
+4,253
638
$399K 0.02%
6,290
+6,190
639
$399K 0.02%
+53,970
640
$397K 0.02%
16,300
+15,900
641
$397K 0.02%
28,991
+8,512
642
$396K 0.02%
73,048
+35,390
643
$396K 0.02%
6,980
+6,676
644
$395K 0.02%
+6,839
645
$395K 0.02%
+15,804
646
$394K 0.02%
+17,258
647
$392K 0.02%
15,498
+13,746
648
$391K 0.02%
10,974
+9,579
649
$389K 0.02%
2,410
+2,245
650
$388K 0.02%
18,612
+9,800
24 25
26
27 28