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
901
$232K 0.01%
+7,638
902
$232K 0.01%
+2,164
903
$230K 0.01%
929
+716
904
$229K 0.01%
14,720
-50,740
905
$229K 0.01%
391
+388
906
$228K 0.01%
13,072
+12,072
907
$227K 0.01%
12,510
-34,330
908
$226K 0.01%
+14,510
909
$225K 0.01%
1,872
-3,500
910
$225K 0.01%
4,549
+4,501
911
$225K 0.01%
6,032
+5,476
912
$225K 0.01%
23,088
+22,088
913
$223K 0.01%
11,671
+10,519
914
$223K 0.01%
+9,681
915
$223K 0.01%
13,729
-105,561
916
$222K 0.01%
6,267
+3,819
917
$221K 0.01%
2,739
+525
918
$221K 0.01%
3,681
+3,665
919
$221K 0.01%
1,614
+1,599
920
$221K 0.01%
+14,328
921
$220K 0.01%
3,363
-594
922
$220K 0.01%
10,245
+10,195
923
$220K 0.01%
+28,985
924
$220K 0.01%
5,665
+5,596
925
$220K 0.01%
5,983
+5,733
35 36
37
38 39