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
2001
$33K ﹤0.01%
816
+788
2002
$33K ﹤0.01%
+950
2003
$33K ﹤0.01%
+956
2004
$33K ﹤0.01%
+807
2005
$33K ﹤0.01%
670
+640
2006
$33K ﹤0.01%
5,416
+5,327
2007
$33K ﹤0.01%
+1,108
2008
$33K ﹤0.01%
+2,000
2009
$33K ﹤0.01%
2,663
+1,107
2010
$33K ﹤0.01%
6,345
+6,065
2011
$33K ﹤0.01%
1,262
+862
2012
$33K ﹤0.01%
900
-300
2013
$33K ﹤0.01%
+1,000
2014
$33K ﹤0.01%
+1,220
2015
$33K ﹤0.01%
+424
2016
$33K ﹤0.01%
+17,795
2017
$33K ﹤0.01%
2,275
+1,875
2018
$33K ﹤0.01%
+684
2019
$32K ﹤0.01%
3,020
+2,994
2020
$32K ﹤0.01%
+700
2021
$32K ﹤0.01%
312
+218
2022
$32K ﹤0.01%
+1,594
2023
$32K ﹤0.01%
535
-630
2024
$32K ﹤0.01%
351
-4,224
2025
$32K ﹤0.01%
+2,490
79 80
81
82 83