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
1676
$58K ﹤0.01%
2,505
+2,466
1677
$58K ﹤0.01%
+1,405
1678
$58K ﹤0.01%
+4,443
1679
$58K ﹤0.01%
+2,004
1680
$58K ﹤0.01%
+1,249
1681
$57K ﹤0.01%
1,179
+777
1682
$57K ﹤0.01%
1,021
+656
1683
$57K ﹤0.01%
+3,908
1684
$57K ﹤0.01%
519
-76
1685
$57K ﹤0.01%
1,492
+1,490
1686
$57K ﹤0.01%
626
+576
1687
$57K ﹤0.01%
+992
1688
$57K ﹤0.01%
11,430
+11,344
1689
$57K ﹤0.01%
+2,367
1690
$57K ﹤0.01%
+7,214
1691
$56K ﹤0.01%
+2,355
1692
$56K ﹤0.01%
1,136
+397
1693
$56K ﹤0.01%
665
-450
1694
$56K ﹤0.01%
+1,232
1695
$56K ﹤0.01%
+3,900
1696
$56K ﹤0.01%
5,375
+4,951
1697
$56K ﹤0.01%
+1,695
1698
$56K ﹤0.01%
+8,484
1699
$56K ﹤0.01%
1,628
+1,182
1700
$56K ﹤0.01%
6,265
+3,565
66 67
68
69 70