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
1551
$70K ﹤0.01%
+1,658
1552
$70K ﹤0.01%
+3,133
1553
$70K ﹤0.01%
8,492
+8,292
1554
$70K ﹤0.01%
+335
1555
$70K ﹤0.01%
+33,743
1556
$69K ﹤0.01%
5,872
+4,346
1557
$69K ﹤0.01%
2,612
+1,353
1558
$69K ﹤0.01%
+3,625
1559
$69K ﹤0.01%
2,787
+2,645
1560
$69K ﹤0.01%
+1,254
1561
$69K ﹤0.01%
841
+837
1562
$69K ﹤0.01%
+2,485
1563
$69K ﹤0.01%
4,080
+3,680
1564
$69K ﹤0.01%
+4,103
1565
$68K ﹤0.01%
+485
1566
$68K ﹤0.01%
2,655
+1,753
1567
$68K ﹤0.01%
726
+465
1568
$68K ﹤0.01%
+1,747
1569
$68K ﹤0.01%
4,918
+196
1570
$68K ﹤0.01%
901
+22
1571
$68K ﹤0.01%
+1,584
1572
$68K ﹤0.01%
+2,262
1573
$68K ﹤0.01%
+745
1574
$67K ﹤0.01%
945
+234
1575
$67K ﹤0.01%
+1,725
61 62
63
64 65