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
2201
$25K ﹤0.01%
15,254
+13,254
2202
$25K ﹤0.01%
+21,208
2203
$25K ﹤0.01%
+1,586
2204
$25K ﹤0.01%
+1,361
2205
$25K ﹤0.01%
+1,975
2206
$25K ﹤0.01%
+479
2207
$25K ﹤0.01%
+1,733
2208
$25K ﹤0.01%
+351
2209
$25K ﹤0.01%
750
+250
2210
$25K ﹤0.01%
+1,449
2211
$25K ﹤0.01%
2,747
+2,602
2212
$25K ﹤0.01%
578
-12,566
2213
$25K ﹤0.01%
+1,059
2214
$25K ﹤0.01%
+148
2215
$24K ﹤0.01%
548
-852
2216
$24K ﹤0.01%
+2,590
2217
$24K ﹤0.01%
1,847
-21,729
2218
$24K ﹤0.01%
+3,400
2219
$24K ﹤0.01%
4,163
+4,148
2220
$24K ﹤0.01%
+2,900
2221
$24K ﹤0.01%
+620
2222
$24K ﹤0.01%
+928
2223
$24K ﹤0.01%
+1,884
2224
$24K ﹤0.01%
+1,968
2225
$24K ﹤0.01%
582
+458
87 88
89
90 91