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
1476
$79K ﹤0.01%
4,751
+2,949
1477
$79K ﹤0.01%
2,073
+1,973
1478
$78K ﹤0.01%
564
+380
1479
$78K ﹤0.01%
4,360
+4,010
1480
$78K ﹤0.01%
+2,933
1481
$78K ﹤0.01%
1,400
-4,881
1482
$78K ﹤0.01%
5,228
+4,728
1483
$78K ﹤0.01%
2,539
+2,518
1484
$77K ﹤0.01%
+2,645
1485
$77K ﹤0.01%
3,444
+3,300
1486
$77K ﹤0.01%
4,050
+4,039
1487
$77K ﹤0.01%
1,199
+1,131
1488
$77K ﹤0.01%
+92
1489
$77K ﹤0.01%
+3,506
1490
$76K ﹤0.01%
5,445
+5,120
1491
$76K ﹤0.01%
1,549
+1,083
1492
$76K ﹤0.01%
1,542
+1,473
1493
$76K ﹤0.01%
2,354
+88
1494
$76K ﹤0.01%
1,266
-268,089
1495
$76K ﹤0.01%
2,345
-3,415
1496
$76K ﹤0.01%
1,136
+756
1497
$76K ﹤0.01%
3,217
-501
1498
$76K ﹤0.01%
3,192
+3,072
1499
$76K ﹤0.01%
+2,092
1500
$76K ﹤0.01%
+3,635
58 59
60
61 62