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
1726
$52K ﹤0.01%
4,892
+4,712
1727
$52K ﹤0.01%
+3,748
1728
$52K ﹤0.01%
1,810
1729
$52K ﹤0.01%
+2,060
1730
$52K ﹤0.01%
+1,925
1731
$52K ﹤0.01%
+4,500
1732
$52K ﹤0.01%
+657
1733
$52K ﹤0.01%
+1,000
1734
$52K ﹤0.01%
+2,825
1735
$52K ﹤0.01%
2,054
+1,956
1736
$52K ﹤0.01%
1,254
+419
1737
$52K ﹤0.01%
1,799
-802
1738
$52K ﹤0.01%
654
+643
1739
$51K ﹤0.01%
+3,333
1740
$51K ﹤0.01%
3,112
-17,033
1741
$51K ﹤0.01%
+156
1742
$51K ﹤0.01%
+602
1743
$51K ﹤0.01%
1,502
+1,069
1744
$51K ﹤0.01%
+17,109
1745
$51K ﹤0.01%
2,156
+2,072
1746
$51K ﹤0.01%
+2,131
1747
$51K ﹤0.01%
3,581
+3,250
1748
$51K ﹤0.01%
+5,859
1749
$51K ﹤0.01%
+5,657
1750
$50K ﹤0.01%
675
+657
68 69
70
71 72