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
1201
$128K 0.01%
7,878
+2,754
1202
$128K 0.01%
+4,167
1203
$128K 0.01%
+4,690
1204
$127K 0.01%
5,707
+3,937
1205
$127K 0.01%
+2,707
1206
$126K 0.01%
+4,532
1207
$126K 0.01%
2,619
+1,989
1208
$126K 0.01%
+6,983
1209
$126K 0.01%
+4,884
1210
$125K 0.01%
1,693
+1,396
1211
$125K 0.01%
2,523
+1,094
1212
$125K 0.01%
3,707
-977
1213
$125K 0.01%
3,526
+784
1214
$124K 0.01%
+4,603
1215
$124K 0.01%
4,000
+3,411
1216
$124K 0.01%
3,924
+2,154
1217
$123K 0.01%
+2,383
1218
$123K 0.01%
+6,337
1219
$123K 0.01%
1,078
+777
1220
$123K 0.01%
10,430
+7,936
1221
$123K 0.01%
+1,419
1222
$123K 0.01%
+2,442
1223
$122K 0.01%
+1,243
1224
$122K 0.01%
+8,857
1225
$122K 0.01%
1,405
+128
47 48
49
50 51