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
1876
$42K ﹤0.01%
+4,037
1877
$42K ﹤0.01%
+395
1878
$42K ﹤0.01%
+4,282
1879
$42K ﹤0.01%
+1,015
1880
$42K ﹤0.01%
+1,012
1881
$42K ﹤0.01%
652
+196
1882
$42K ﹤0.01%
+813
1883
$42K ﹤0.01%
+3,380
1884
$42K ﹤0.01%
+2,390
1885
$42K ﹤0.01%
1,726
+1,162
1886
$42K ﹤0.01%
+3,578
1887
$42K ﹤0.01%
+3,351
1888
$41K ﹤0.01%
2,216
+2,116
1889
$41K ﹤0.01%
+2,953
1890
$41K ﹤0.01%
+5,208
1891
$41K ﹤0.01%
+1,620
1892
$41K ﹤0.01%
970
+511
1893
$41K ﹤0.01%
2,766
+2,691
1894
$41K ﹤0.01%
1,395
+1,381
1895
$41K ﹤0.01%
+1,185
1896
$41K ﹤0.01%
+548
1897
$41K ﹤0.01%
+2,500
1898
$40K ﹤0.01%
711
+278
1899
$40K ﹤0.01%
+2,874
1900
$40K ﹤0.01%
1,025
+825
74 75
76
77 78