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
1826
$45K ﹤0.01%
+1,374
1827
$45K ﹤0.01%
+2,380
1828
$45K ﹤0.01%
239
+19
1829
$45K ﹤0.01%
1,340
+1,315
1830
$45K ﹤0.01%
3,970
+1,470
1831
$45K ﹤0.01%
+1,922
1832
$45K ﹤0.01%
+1,102
1833
$45K ﹤0.01%
+951
1834
$44K ﹤0.01%
+2,010
1835
$44K ﹤0.01%
1,637
+1,237
1836
$44K ﹤0.01%
+5,567
1837
$44K ﹤0.01%
3,090
+2,190
1838
$44K ﹤0.01%
1,475
+415
1839
$44K ﹤0.01%
572
+532
1840
$44K ﹤0.01%
+924
1841
$44K ﹤0.01%
+2,450
1842
$44K ﹤0.01%
+2,000
1843
$44K ﹤0.01%
+2,437
1844
$44K ﹤0.01%
2,242
+2,093
1845
$44K ﹤0.01%
+2,400
1846
$44K ﹤0.01%
3,104
+2,900
1847
$44K ﹤0.01%
+5,500
1848
$44K ﹤0.01%
+2,253
1849
$43K ﹤0.01%
+2,010
1850
$43K ﹤0.01%
1,318
+992
72 73
74
75 76