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
1626
$63K ﹤0.01%
+1,320
1627
$63K ﹤0.01%
+1,271
1628
$63K ﹤0.01%
1,339
+1,313
1629
$62K ﹤0.01%
1,391
+1,359
1630
$62K ﹤0.01%
+3,890
1631
$62K ﹤0.01%
+902
1632
$62K ﹤0.01%
681
+568
1633
$62K ﹤0.01%
+3,520
1634
$62K ﹤0.01%
840
+235
1635
$62K ﹤0.01%
+3,737
1636
$62K ﹤0.01%
+2,478
1637
$62K ﹤0.01%
+3,362
1638
$62K ﹤0.01%
+2,710
1639
$62K ﹤0.01%
1,002
+102
1640
$61K ﹤0.01%
+1,140
1641
$61K ﹤0.01%
+1,819
1642
$61K ﹤0.01%
5,003
+4,976
1643
$61K ﹤0.01%
3,538
+3,338
1644
$61K ﹤0.01%
+2,400
1645
$61K ﹤0.01%
848
+814
1646
$61K ﹤0.01%
+1,200
1647
$61K ﹤0.01%
+1,408
1648
$61K ﹤0.01%
+2,692
1649
$61K ﹤0.01%
1,051
+488
1650
$61K ﹤0.01%
+1,105
64 65
66
67 68