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
1601
$65K ﹤0.01%
+467
1602
$65K ﹤0.01%
+970
1603
$65K ﹤0.01%
+3,893
1604
$65K ﹤0.01%
4,794
+2,809
1605
$64K ﹤0.01%
420
+259
1606
$64K ﹤0.01%
407
+332
1607
$64K ﹤0.01%
3,365
+2,787
1608
$64K ﹤0.01%
+10,711
1609
$64K ﹤0.01%
+5,115
1610
$64K ﹤0.01%
2,260
+2,015
1611
$64K ﹤0.01%
+642
1612
$64K ﹤0.01%
3,414
+1,092
1613
$64K ﹤0.01%
1,330
+945
1614
$64K ﹤0.01%
1,405
+604
1615
$64K ﹤0.01%
+2,104
1616
$64K ﹤0.01%
3,980
+1,934
1617
$64K ﹤0.01%
+1,600
1618
$64K ﹤0.01%
1,645
+1,375
1619
$64K ﹤0.01%
+23
1620
$64K ﹤0.01%
+4,155
1621
$63K ﹤0.01%
+2,216
1622
$63K ﹤0.01%
1,114
-6,624
1623
$63K ﹤0.01%
1,866
+1,579
1624
$63K ﹤0.01%
4,376
+1,802
1625
$63K ﹤0.01%
1,256
+804
63 64
65
66 67