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
1651
$60K ﹤0.01%
1,615
+12
1652
$60K ﹤0.01%
547
+326
1653
$60K ﹤0.01%
+1,277
1654
$60K ﹤0.01%
+1,305
1655
$60K ﹤0.01%
+4,435
1656
$60K ﹤0.01%
1,787
-137
1657
$60K ﹤0.01%
1,700
+1,500
1658
$60K ﹤0.01%
413
+402
1659
$59K ﹤0.01%
1,000
+600
1660
$59K ﹤0.01%
11,543
+4,594
1661
$59K ﹤0.01%
679
+607
1662
$59K ﹤0.01%
33
+32
1663
$59K ﹤0.01%
+2,338
1664
$59K ﹤0.01%
+2,832
1665
$59K ﹤0.01%
1,274
+1,232
1666
$59K ﹤0.01%
+1,742
1667
$58K ﹤0.01%
3,468
-358
1668
$58K ﹤0.01%
+2,455
1669
$58K ﹤0.01%
+1,050
1670
$58K ﹤0.01%
3,569
+1,812
1671
$58K ﹤0.01%
+3,602
1672
$58K ﹤0.01%
642
+565
1673
$58K ﹤0.01%
2,268
-2,078
1674
$58K ﹤0.01%
4,098
+3,089
1675
$58K ﹤0.01%
672
+220
65 66
67
68 69