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
676
$366K 0.02%
+15,450
677
$365K 0.02%
4,733
+4,343
678
$364K 0.02%
9,074
+8,314
679
$364K 0.02%
2,409
+1,027
680
$362K 0.02%
11,488
-2,631
681
$362K 0.02%
24,311
+22,811
682
$362K 0.02%
34,985
+20,281
683
$362K 0.02%
10,145
-18,728
684
$361K 0.02%
12,927
+12,386
685
$360K 0.02%
10,956
+10,881
686
$360K 0.02%
12,463
+10,614
687
$359K 0.02%
8,370
+4,004
688
$359K 0.02%
+4,870
689
$358K 0.02%
2,723
+2,613
690
$357K 0.02%
39,919
+30,019
691
$356K 0.02%
+14,333
692
$356K 0.02%
+7,675
693
$356K 0.02%
3,618
+3,227
694
$355K 0.02%
14,484
+13,752
695
$355K 0.02%
11,253
+11,143
696
$354K 0.02%
+4,208
697
$354K 0.02%
+3,825
698
$354K 0.02%
9,206
+9,181
699
$352K 0.02%
31,445
+14,942
700
$351K 0.02%
8,239
+4,794
26 27
28
29 30