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
1251
$114K 0.01%
7,820
-2,730
1252
$114K 0.01%
+3,946
1253
$113K 0.01%
5,536
+1,612
1254
$113K 0.01%
+3,360
1255
$113K 0.01%
+4,226
1256
$113K 0.01%
944
+309
1257
$112K 0.01%
1,203
+939
1258
$112K 0.01%
+2,234
1259
$111K 0.01%
+10,060
1260
$111K 0.01%
+828
1261
$111K 0.01%
2,489
+2,165
1262
$111K 0.01%
+6,198
1263
$111K 0.01%
9,360
+4,880
1264
$111K 0.01%
10,073
+9,273
1265
$110K 0.01%
8,494
+6,269
1266
$110K 0.01%
2,734
+646
1267
$110K 0.01%
+1,038
1268
$110K 0.01%
4,777
+3,765
1269
$110K 0.01%
5,711
-4,694
1270
$110K 0.01%
1,590
+1,064
1271
$110K 0.01%
3,995
-4,775
1272
$110K 0.01%
2,248
+2,223
1273
$109K 0.01%
2,478
+2,220
1274
$109K 0.01%
1,374
-475
1275
$109K 0.01%
2,854
+380
49 50
51
52 53