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
1526
$73K ﹤0.01%
7,566
-12,486
1527
$73K ﹤0.01%
+4,268
1528
$73K ﹤0.01%
2,444
+2,111
1529
$73K ﹤0.01%
+1,043
1530
$73K ﹤0.01%
2,182
+1,182
1531
$73K ﹤0.01%
2,704
+2,422
1532
$73K ﹤0.01%
+1,043
1533
$73K ﹤0.01%
+1,260
1534
$72K ﹤0.01%
3,074
+3,061
1535
$72K ﹤0.01%
+2,782
1536
$72K ﹤0.01%
+691
1537
$72K ﹤0.01%
+1,513
1538
$72K ﹤0.01%
+2,830
1539
$72K ﹤0.01%
1,381
+1,378
1540
$72K ﹤0.01%
2,349
+2,049
1541
$72K ﹤0.01%
+2,972
1542
$72K ﹤0.01%
+859
1543
$72K ﹤0.01%
1,464
+311
1544
$71K ﹤0.01%
+3,000
1545
$71K ﹤0.01%
+2,142
1546
$71K ﹤0.01%
1,717
+1,686
1547
$71K ﹤0.01%
3,536
+3,389
1548
$71K ﹤0.01%
+919
1549
$71K ﹤0.01%
1,117
+753
1550
$70K ﹤0.01%
+1,805
60 61
62
63 64