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
2176
$26K ﹤0.01%
1,603
+38
2177
$26K ﹤0.01%
+702
2178
$25K ﹤0.01%
310
+52
2179
$25K ﹤0.01%
+31
2180
$25K ﹤0.01%
489
-61
2181
$25K ﹤0.01%
+10,000
2182
$25K ﹤0.01%
280
+270
2183
$25K ﹤0.01%
+5,600
2184
$25K ﹤0.01%
+441
2185
$25K ﹤0.01%
1,439
+1,278
2186
$25K ﹤0.01%
529
+488
2187
$25K ﹤0.01%
1,250
-317
2188
$25K ﹤0.01%
2,824
-656
2189
$25K ﹤0.01%
+177
2190
$25K ﹤0.01%
1,339
-231
2191
$25K ﹤0.01%
+570
2192
$25K ﹤0.01%
+2,484
2193
$25K ﹤0.01%
+5,704
2194
$25K ﹤0.01%
+211
2195
$25K ﹤0.01%
5,440
+2,560
2196
$25K ﹤0.01%
+852
2197
$25K ﹤0.01%
+400
2198
$25K ﹤0.01%
1,350
+1,292
2199
$25K ﹤0.01%
+1,822
2200
$25K ﹤0.01%
+1,294
86 87
88
89 90