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
2076
$30K ﹤0.01%
443
+391
2077
$30K ﹤0.01%
1,990
+490
2078
$30K ﹤0.01%
+1,274
2079
$30K ﹤0.01%
+1,427
2080
$30K ﹤0.01%
+564
2081
$30K ﹤0.01%
+1,007
2082
$30K ﹤0.01%
+1,945
2083
$30K ﹤0.01%
+15,651
2084
$29K ﹤0.01%
+4,989
2085
$29K ﹤0.01%
6,961
+6,725
2086
$29K ﹤0.01%
+1,495
2087
$29K ﹤0.01%
+2,000
2088
$29K ﹤0.01%
1,196
-1,179
2089
$29K ﹤0.01%
+1,400
2090
$29K ﹤0.01%
+4,909
2091
$29K ﹤0.01%
+17,285
2092
$29K ﹤0.01%
626
+469
2093
$29K ﹤0.01%
1,014
+914
2094
$29K ﹤0.01%
+2,227
2095
$29K ﹤0.01%
395
+354
2096
$29K ﹤0.01%
+5,625
2097
$29K ﹤0.01%
+1,738
2098
$29K ﹤0.01%
+850
2099
$29K ﹤0.01%
83
+76
2100
$29K ﹤0.01%
683
+528
82 83
84
85 86