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
1451
$82K ﹤0.01%
1,906
+1,637
1452
$82K ﹤0.01%
+3,064
1453
$82K ﹤0.01%
2,619
+2,571
1454
$82K ﹤0.01%
2,052
-2,838
1455
$82K ﹤0.01%
4,925
+4,897
1456
$82K ﹤0.01%
+6,000
1457
$82K ﹤0.01%
+3,125
1458
$81K ﹤0.01%
574
-443
1459
$81K ﹤0.01%
2,540
+2,468
1460
$81K ﹤0.01%
3,239
+2,919
1461
$81K ﹤0.01%
570
+18
1462
$81K ﹤0.01%
+2,115
1463
$80K ﹤0.01%
1,867
-632
1464
$80K ﹤0.01%
1,068
+1,054
1465
$80K ﹤0.01%
2,289
+2,189
1466
$80K ﹤0.01%
1,840
+297
1467
$80K ﹤0.01%
1,573
-1,033
1468
$80K ﹤0.01%
3,108
+1,686
1469
$80K ﹤0.01%
+6,089
1470
$79K ﹤0.01%
+2,240
1471
$79K ﹤0.01%
+2,686
1472
$79K ﹤0.01%
+5,208
1473
$79K ﹤0.01%
971
+693
1474
$79K ﹤0.01%
+1,648
1475
$79K ﹤0.01%
+8,168
57 58
59
60 61