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
2126
$28K ﹤0.01%
+1,408
2127
$28K ﹤0.01%
+1,715
2128
$28K ﹤0.01%
1,468
+966
2129
$28K ﹤0.01%
804
+636
2130
$27K ﹤0.01%
+1,509
2131
$27K ﹤0.01%
+690
2132
$27K ﹤0.01%
+11,000
2133
$27K ﹤0.01%
1,107
+600
2134
$27K ﹤0.01%
+1,223
2135
$27K ﹤0.01%
+11,020
2136
$27K ﹤0.01%
384
+320
2137
$27K ﹤0.01%
+5,000
2138
$27K ﹤0.01%
+284
2139
$27K ﹤0.01%
+323
2140
$27K ﹤0.01%
+804
2141
$27K ﹤0.01%
+1,150
2142
$27K ﹤0.01%
450
+259
2143
$27K ﹤0.01%
+1,100
2144
$27K ﹤0.01%
+5,000
2145
$27K ﹤0.01%
+870
2146
$27K ﹤0.01%
+1,801
2147
$27K ﹤0.01%
2,372
+2,348
2148
$27K ﹤0.01%
+714
2149
$27K ﹤0.01%
1,636
+1,408
2150
$27K ﹤0.01%
+1,600
84 85
86
87 88