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
1751
$50K ﹤0.01%
+10,215
1752
$50K ﹤0.01%
+231
1753
$50K ﹤0.01%
3,797
-3,382
1754
$50K ﹤0.01%
+3,715
1755
$50K ﹤0.01%
1,232
+1,226
1756
$50K ﹤0.01%
3,400
+510
1757
$50K ﹤0.01%
1,046
+812
1758
$50K ﹤0.01%
1,014
+920
1759
$50K ﹤0.01%
+1,731
1760
$50K ﹤0.01%
4,725
+4,642
1761
$50K ﹤0.01%
+3,320
1762
$50K ﹤0.01%
623
-4,437
1763
$50K ﹤0.01%
+2,000
1764
$49K ﹤0.01%
+2,515
1765
$49K ﹤0.01%
3,760
+2,475
1766
$49K ﹤0.01%
+1,965
1767
$49K ﹤0.01%
+380
1768
$49K ﹤0.01%
+2,430
1769
$49K ﹤0.01%
+3,370
1770
$49K ﹤0.01%
+2,060
1771
$49K ﹤0.01%
+2,413
1772
$49K ﹤0.01%
+1,941
1773
$49K ﹤0.01%
2,734
+1,890
1774
$49K ﹤0.01%
2,655
+2,401
1775
$49K ﹤0.01%
+1,273
69 70
71
72 73