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
1851
$43K ﹤0.01%
3,191
-1,509
1852
$43K ﹤0.01%
1,750
-6,820
1853
$43K ﹤0.01%
547
+528
1854
$43K ﹤0.01%
2,597
-36
1855
$43K ﹤0.01%
1,678
+1,537
1856
$43K ﹤0.01%
+3,150
1857
$43K ﹤0.01%
772
+420
1858
$43K ﹤0.01%
+1,400
1859
$43K ﹤0.01%
+331
1860
$43K ﹤0.01%
511
-397
1861
$43K ﹤0.01%
1,914
+1,825
1862
$43K ﹤0.01%
+673
1863
$43K ﹤0.01%
+2,200
1864
$43K ﹤0.01%
+3,035
1865
$43K ﹤0.01%
+845
1866
$43K ﹤0.01%
463
-36
1867
$43K ﹤0.01%
+3,646
1868
$43K ﹤0.01%
+2,745
1869
$42K ﹤0.01%
+803
1870
$42K ﹤0.01%
7,438
+6,957
1871
$42K ﹤0.01%
+513
1872
$42K ﹤0.01%
965
+543
1873
$42K ﹤0.01%
4,031
+3,995
1874
$42K ﹤0.01%
7,155
-1,265
1875
$42K ﹤0.01%
6,860
+4,122
73 74
75
76 77