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
776
$307K 0.02%
14,676
+13,501
777
$306K 0.02%
+8,148
778
$305K 0.02%
4,457
+4,293
779
$305K 0.02%
4,620
+4,356
780
$304K 0.02%
383
+379
781
$304K 0.02%
+19,612
782
$303K 0.02%
+5,516
783
$302K 0.02%
8,484
+7,884
784
$302K 0.02%
+11,762
785
$302K 0.02%
19,000
+17,436
786
$301K 0.02%
2,203
+2,121
787
$301K 0.02%
7,559
+6,584
788
$301K 0.02%
32,722
+28,428
789
$299K 0.02%
+14,032
790
$299K 0.02%
2,944
+1,402
791
$299K 0.02%
+6,455
792
$298K 0.02%
15,273
+8,866
793
$297K 0.02%
11,620
+2,856
794
$297K 0.02%
+6,334
795
$296K 0.02%
+15,080
796
$296K 0.02%
1,560
+1,523
797
$296K 0.02%
25,480
+19,973
798
$295K 0.02%
12,095
+8,278
799
$295K 0.02%
+19
800
$295K 0.02%
12,746
+1,974
30 31
32
33 34