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
2026
$32K ﹤0.01%
+2,672
2027
$32K ﹤0.01%
+1,350
2028
$32K ﹤0.01%
+511
2029
$32K ﹤0.01%
+431
2030
$32K ﹤0.01%
1,374
+1,344
2031
$32K ﹤0.01%
1,150
-1,327
2032
$32K ﹤0.01%
+25
2033
$32K ﹤0.01%
+1,200
2034
$32K ﹤0.01%
631
+594
2035
$32K ﹤0.01%
+2,483
2036
$32K ﹤0.01%
+4,000
2037
$32K ﹤0.01%
+6,000
2038
$32K ﹤0.01%
+1,540
2039
$32K ﹤0.01%
+2,468
2040
$32K ﹤0.01%
+1,350
2041
$32K ﹤0.01%
+288
2042
$32K ﹤0.01%
+1,096
2043
$31K ﹤0.01%
+3,261
2044
$31K ﹤0.01%
570
+269
2045
$31K ﹤0.01%
+1,238
2046
$31K ﹤0.01%
+2,400
2047
$31K ﹤0.01%
996
+937
2048
$31K ﹤0.01%
706
+532
2049
$31K ﹤0.01%
2,238
+1,738
2050
$31K ﹤0.01%
1,158
-2,448
80 81
82
83 84