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
1701
$56K ﹤0.01%
+1,378
1702
$55K ﹤0.01%
+3,256
1703
$55K ﹤0.01%
9,222
+8,021
1704
$55K ﹤0.01%
2,528
+2,399
1705
$55K ﹤0.01%
1,346
+1,231
1706
$55K ﹤0.01%
+1,691
1707
$55K ﹤0.01%
2,259
+1,137
1708
$55K ﹤0.01%
+2,460
1709
$55K ﹤0.01%
+2,189
1710
$55K ﹤0.01%
4,500
+4,425
1711
$55K ﹤0.01%
1,286
-186
1712
$54K ﹤0.01%
+8,768
1713
$54K ﹤0.01%
588
+438
1714
$54K ﹤0.01%
2,563
+2,447
1715
$54K ﹤0.01%
+2,371
1716
$54K ﹤0.01%
+2,250
1717
$54K ﹤0.01%
+6,362
1718
$54K ﹤0.01%
+2,175
1719
$53K ﹤0.01%
4,013
-677
1720
$53K ﹤0.01%
1,481
+1,423
1721
$53K ﹤0.01%
+939
1722
$53K ﹤0.01%
1,896
-4,534
1723
$53K ﹤0.01%
+1,075
1724
$53K ﹤0.01%
+3,811
1725
$52K ﹤0.01%
1,796
+454
67 68
69
70 71