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
1501
$76K ﹤0.01%
+830
1502
$76K ﹤0.01%
+2,780
1503
$76K ﹤0.01%
+1,625
1504
$75K ﹤0.01%
+6,662
1505
$75K ﹤0.01%
3,226
+161
1506
$75K ﹤0.01%
4,023
+2,124
1507
$75K ﹤0.01%
+3,196
1508
$75K ﹤0.01%
1,036
+848
1509
$75K ﹤0.01%
407
+406
1510
$75K ﹤0.01%
+4,604
1511
$75K ﹤0.01%
3,219
+1,092
1512
$74K ﹤0.01%
24,817
+17,140
1513
$74K ﹤0.01%
6,150
+3,500
1514
$74K ﹤0.01%
+1,342
1515
$74K ﹤0.01%
2,249
+1,736
1516
$74K ﹤0.01%
733
+528
1517
$74K ﹤0.01%
3,720
+1,790
1518
$74K ﹤0.01%
16,343
+15,298
1519
$74K ﹤0.01%
2,651
+2,608
1520
$74K ﹤0.01%
40,067
+39,801
1521
$74K ﹤0.01%
+4,428
1522
$74K ﹤0.01%
3,510
+2,595
1523
$73K ﹤0.01%
2,380
+1,748
1524
$73K ﹤0.01%
+4,987
1525
$73K ﹤0.01%
2,427
+1,474
59 60
61
62 63