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
951
$207K 0.01%
11,270
+8,705
952
$207K 0.01%
4,728
+4,716
953
$206K 0.01%
11,035
+10,774
954
$205K 0.01%
6,050
+5,350
955
$205K 0.01%
4,135
+4,130
956
$204K 0.01%
8,006
-24,932
957
$204K 0.01%
+20,000
958
$203K 0.01%
12,462
+5,302
959
$202K 0.01%
8,850
+8,400
960
$202K 0.01%
3,126
-8,772
961
$202K 0.01%
13,658
+358
962
$202K 0.01%
11,996
+11,466
963
$202K 0.01%
+18,343
964
$201K 0.01%
+20,068
965
$200K 0.01%
1,563
+1,096
966
$200K 0.01%
+3,029
967
$200K 0.01%
+5,904
968
$199K 0.01%
5,570
+5,511
969
$199K 0.01%
9,240
+3,810
970
$199K 0.01%
18,028
+17,528
971
$198K 0.01%
7,618
+7,588
972
$197K 0.01%
1,174
+1,074
973
$197K 0.01%
+14,288
974
$197K 0.01%
15,513
+1,869
975
$197K 0.01%
6,177
+5,729
37 38
39
40 41