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
1951
$37K ﹤0.01%
2,448
1952
$37K ﹤0.01%
519
+369
1953
$37K ﹤0.01%
+5,000
1954
$37K ﹤0.01%
+770
1955
$36K ﹤0.01%
+751
1956
$36K ﹤0.01%
+25
1957
$36K ﹤0.01%
1,915
+1,485
1958
$36K ﹤0.01%
+1,651
1959
$36K ﹤0.01%
+5,327
1960
$36K ﹤0.01%
+3,000
1961
$36K ﹤0.01%
1,088
+664
1962
$36K ﹤0.01%
+2,623
1963
$36K ﹤0.01%
463
+352
1964
$36K ﹤0.01%
1,460
+1,326
1965
$36K ﹤0.01%
+2,228
1966
$36K ﹤0.01%
402
-1,573
1967
$36K ﹤0.01%
+1,256
1968
$36K ﹤0.01%
+2,759
1969
$36K ﹤0.01%
+2,176
1970
$35K ﹤0.01%
2,637
+2,113
1971
$35K ﹤0.01%
+5,123
1972
$35K ﹤0.01%
+2,427
1973
$35K ﹤0.01%
2,172
+1,937
1974
$35K ﹤0.01%
944
-1,346
1975
$35K ﹤0.01%
40
+34
77 78
79
80 81