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
1401
$90K 0.01%
1,691
+410
1402
$90K 0.01%
+851
1403
$90K 0.01%
1,849
+1,510
1404
$90K 0.01%
2,019
-8,457
1405
$90K 0.01%
5,822
+987
1406
$90K 0.01%
21,552
+21,304
1407
$89K 0.01%
1,345
+326
1408
$89K 0.01%
+248
1409
$89K 0.01%
1,205
+764
1410
$89K 0.01%
3,630
-27,156
1411
$89K 0.01%
+21,500
1412
$89K 0.01%
+1,534
1413
$88K ﹤0.01%
3,881
+3,866
1414
$88K ﹤0.01%
+2,750
1415
$88K ﹤0.01%
1,236
+677
1416
$88K ﹤0.01%
742
+528
1417
$87K ﹤0.01%
1,126
+730
1418
$87K ﹤0.01%
+1,600
1419
$86K ﹤0.01%
1,879
-121
1420
$86K ﹤0.01%
+470
1421
$86K ﹤0.01%
+6,683
1422
$86K ﹤0.01%
7,792
-35,560
1423
$86K ﹤0.01%
885
+735
1424
$86K ﹤0.01%
1,351
+1,348
1425
$86K ﹤0.01%
+7,645
55 56
57
58 59