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
1801
$46K ﹤0.01%
+1,654
1802
$46K ﹤0.01%
+391
1803
$46K ﹤0.01%
+2,697
1804
$46K ﹤0.01%
+3,750
1805
$46K ﹤0.01%
2,005
+1,625
1806
$46K ﹤0.01%
+1,736
1807
$46K ﹤0.01%
3,500
+500
1808
$46K ﹤0.01%
+4,930
1809
$46K ﹤0.01%
+2,341
1810
$46K ﹤0.01%
+1,200
1811
$46K ﹤0.01%
1,331
+757
1812
$46K ﹤0.01%
+668
1813
$46K ﹤0.01%
37
+29
1814
$46K ﹤0.01%
+2,195
1815
$46K ﹤0.01%
2,221
+2,138
1816
$45K ﹤0.01%
1,460
+287
1817
$45K ﹤0.01%
1,747
+1,105
1818
$45K ﹤0.01%
675
+361
1819
$45K ﹤0.01%
1,198
-1,448
1820
$45K ﹤0.01%
+548
1821
$45K ﹤0.01%
2,058
-41,909
1822
$45K ﹤0.01%
1,324
+399
1823
$45K ﹤0.01%
+1,928
1824
$45K ﹤0.01%
3,450
-8,032
1825
$45K ﹤0.01%
+1,000
71 72
73
74 75