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
1301
$106K 0.01%
3,965
+1,710
1302
$106K 0.01%
+9,526
1303
$106K 0.01%
+7,227
1304
$106K 0.01%
+5,243
1305
$105K 0.01%
+3,408
1306
$105K 0.01%
+989
1307
$105K 0.01%
2,086
+2,006
1308
$105K 0.01%
+7,436
1309
$105K 0.01%
+4,325
1310
$105K 0.01%
2,551
+2,151
1311
$105K 0.01%
1,806
+1,606
1312
$105K 0.01%
3,047
-1,063
1313
$105K 0.01%
8,611
+8,402
1314
$104K 0.01%
6,054
+2,780
1315
$104K 0.01%
2,601
+2,473
1316
$104K 0.01%
1,990
+1,370
1317
$104K 0.01%
5,422
+2,881
1318
$103K 0.01%
4,331
-771
1319
$103K 0.01%
6,264
-3,208
1320
$103K 0.01%
19,604
+19,076
1321
$103K 0.01%
+704
1322
$103K 0.01%
2,874
+418
1323
$103K 0.01%
+2,182
1324
$102K 0.01%
3,141
+3,009
1325
$102K 0.01%
2,806
+937
51 52
53
54 55