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
1976
$35K ﹤0.01%
+4,033
1977
$35K ﹤0.01%
+2,416
1978
$35K ﹤0.01%
+1,325
1979
$34K ﹤0.01%
573
+123
1980
$34K ﹤0.01%
+896
1981
$34K ﹤0.01%
1,430
+768
1982
$34K ﹤0.01%
+2,586
1983
$34K ﹤0.01%
2,171
-23,226
1984
$34K ﹤0.01%
+492
1985
$34K ﹤0.01%
+500
1986
$34K ﹤0.01%
1,598
+1,580
1987
$34K ﹤0.01%
+680
1988
$34K ﹤0.01%
1,340
-8,311
1989
$34K ﹤0.01%
+1,326
1990
$34K ﹤0.01%
+40,500
1991
$34K ﹤0.01%
+7,100
1992
$34K ﹤0.01%
531
+223
1993
$34K ﹤0.01%
+3,100
1994
$34K ﹤0.01%
1,897
+1,667
1995
$34K ﹤0.01%
+41
1996
$34K ﹤0.01%
6,762
+6,701
1997
$33K ﹤0.01%
+8,057
1998
$33K ﹤0.01%
+1,020
1999
$33K ﹤0.01%
+2,220
2000
$33K ﹤0.01%
1,399
-477
78 79
80
81 82