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
851
$256K 0.01%
10,699
+8,493
852
$256K 0.01%
9,060
+6,530
853
$255K 0.01%
+6,055
854
$255K 0.01%
1,615
+1,579
855
$254K 0.01%
+17,246
856
$253K 0.01%
4,501
+2,110
857
$253K 0.01%
5,731
+3,826
858
$253K 0.01%
8,093
+6,757
859
$253K 0.01%
+9,287
860
$251K 0.01%
2,789
+2,635
861
$250K 0.01%
19,125
+18,964
862
$249K 0.01%
3,761
+3,581
863
$249K 0.01%
+15,856
864
$249K 0.01%
1,505
+949
865
$248K 0.01%
3,311
+3,300
866
$248K 0.01%
+12,403
867
$247K 0.01%
8,216
+3,060
868
$246K 0.01%
+6,218
869
$246K 0.01%
+4,513
870
$246K 0.01%
+5,322
871
$245K 0.01%
5,638
+5,402
872
$245K 0.01%
2,202
+2,086
873
$245K 0.01%
2,517
+1,630
874
$245K 0.01%
5,787
-6,026
875
$244K 0.01%
+17,689
33 34
35
36 37