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
2051
$31K ﹤0.01%
1,923
-3,509
2052
$31K ﹤0.01%
+3,524
2053
$31K ﹤0.01%
883
+169
2054
$31K ﹤0.01%
+2,435
2055
$31K ﹤0.01%
2,100
-13,895
2056
$31K ﹤0.01%
+918
2057
$31K ﹤0.01%
+3,160
2058
$31K ﹤0.01%
1,460
+515
2059
$31K ﹤0.01%
+308
2060
$31K ﹤0.01%
+1,906
2061
$31K ﹤0.01%
+344
2062
$31K ﹤0.01%
+2,684
2063
$31K ﹤0.01%
+2,293
2064
$30K ﹤0.01%
2,870
+2,820
2065
$30K ﹤0.01%
1,460
-1,530
2066
$30K ﹤0.01%
775
+442
2067
$30K ﹤0.01%
+1,790
2068
$30K ﹤0.01%
+513
2069
$30K ﹤0.01%
1,489
-2,346
2070
$30K ﹤0.01%
967
-447
2071
$30K ﹤0.01%
364
2072
$30K ﹤0.01%
1,650
-37,176
2073
$30K ﹤0.01%
1,330
-5,607
2074
$30K ﹤0.01%
+290
2075
$30K ﹤0.01%
652
+341
81 82
83
84 85