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
701
$350K 0.02%
+3,237
702
$348K 0.02%
8,484
-45,282
703
$347K 0.02%
6,950
-2,700
704
$347K 0.02%
2,795
+2,275
705
$346K 0.02%
7,631
+6,210
706
$346K 0.02%
+21,462
707
$346K 0.02%
+14,845
708
$346K 0.02%
6,459
+5,143
709
$344K 0.02%
14,388
-176,670
710
$344K 0.02%
3,233
+3,204
711
$344K 0.02%
9,041
+9,005
712
$342K 0.02%
25,470
+20,738
713
$342K 0.02%
+19,285
714
$342K 0.02%
21,981
+19,843
715
$342K 0.02%
11,105
+9,428
716
$341K 0.02%
3,118
+3,010
717
$341K 0.02%
34,001
+32,911
718
$341K 0.02%
3,207
+2,770
719
$341K 0.02%
22,026
+14,998
720
$340K 0.02%
6,370
+5,492
721
$338K 0.02%
9,549
-14,472
722
$338K 0.02%
10,319
+7,713
723
$338K 0.02%
6,622
+6,417
724
$338K 0.02%
20,309
+9,352
725
$338K 0.02%
7,527
+4,211
27 28
29
30 31