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
2101
$29K ﹤0.01%
250
+96
2102
$29K ﹤0.01%
+381
2103
$29K ﹤0.01%
+1,101
2104
$29K ﹤0.01%
+1,456
2105
$29K ﹤0.01%
833
+719
2106
$29K ﹤0.01%
+407
2107
$29K ﹤0.01%
875
-375
2108
$29K ﹤0.01%
169
-72
2109
$29K ﹤0.01%
167
+152
2110
$29K ﹤0.01%
+1,264
2111
$28K ﹤0.01%
1,637
-1,121
2112
$28K ﹤0.01%
1,164
-1,352
2113
$28K ﹤0.01%
+624
2114
$28K ﹤0.01%
+162
2115
$28K ﹤0.01%
+1,000
2116
$28K ﹤0.01%
6,960
+5,824
2117
$28K ﹤0.01%
261
+61
2118
$28K ﹤0.01%
698
-1,391
2119
$28K ﹤0.01%
+1,150
2120
$28K ﹤0.01%
1,200
-6,225
2121
$28K ﹤0.01%
+956
2122
$28K ﹤0.01%
+518
2123
$28K ﹤0.01%
+948
2124
$28K ﹤0.01%
2,093
+2,037
2125
– –
0
83 84
85
86 87