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
1076
$165K 0.01%
7,619
+5,466
1077
$165K 0.01%
11,012
+8,955
1078
$165K 0.01%
8,598
+8,433
1079
$163K 0.01%
+618
1080
$163K 0.01%
+6,142
1081
$162K 0.01%
2,263
+2,180
1082
$161K 0.01%
8,503
+6,457
1083
$161K 0.01%
17,407
+17,057
1084
$160K 0.01%
3,865
+2,582
1085
$160K 0.01%
+10,150
1086
$160K 0.01%
3,272
+3,191
1087
$160K 0.01%
+6,740
1088
$159K 0.01%
7,216
+1,146
1089
$159K 0.01%
+3,489
1090
$158K 0.01%
12,919
+10,625
1091
$158K 0.01%
1,391
+1,278
1092
$158K 0.01%
2,349
+2,281
1093
$158K 0.01%
+16,485
1094
$158K 0.01%
2,600
+2,575
1095
$158K 0.01%
+745
1096
$157K 0.01%
22,658
+22,526
1097
$157K 0.01%
+4,372
1098
$157K 0.01%
+9,391
1099
$156K 0.01%
+16,180
1100
$156K 0.01%
18,382
+14,289
42 43
44
45 46