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
1901
$40K ﹤0.01%
+2,587
1902
$40K ﹤0.01%
+7,882
1903
$40K ﹤0.01%
1,425
-4,318
1904
$40K ﹤0.01%
611
-637
1905
$40K ﹤0.01%
+1,960
1906
$40K ﹤0.01%
+3,106
1907
$40K ﹤0.01%
+1,054
1908
$40K ﹤0.01%
+116
1909
$40K ﹤0.01%
10,000
1910
$40K ﹤0.01%
861
-8,889
1911
$40K ﹤0.01%
+6,000
1912
$40K ﹤0.01%
+831
1913
$39K ﹤0.01%
1,865
+1,365
1914
$39K ﹤0.01%
954
+754
1915
$39K ﹤0.01%
+1,030
1916
$39K ﹤0.01%
1,744
+1,144
1917
$39K ﹤0.01%
+828
1918
$39K ﹤0.01%
+2,308
1919
$39K ﹤0.01%
+1,706
1920
$39K ﹤0.01%
1,140
+1,101
1921
$39K ﹤0.01%
367
-592
1922
$39K ﹤0.01%
1,144
+813
1923
$39K ﹤0.01%
+979
1924
$39K ﹤0.01%
634
+620
1925
$38K ﹤0.01%
4,568
+3,520
75 76
77
78 79