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
2226
$24K ﹤0.01%
+1,348
2227
$24K ﹤0.01%
+974
2228
$24K ﹤0.01%
745
-2,910
2229
$24K ﹤0.01%
204
+154
2230
$24K ﹤0.01%
500
-8,826
2231
$24K ﹤0.01%
+1,350
2232
$24K ﹤0.01%
+2,153
2233
$24K ﹤0.01%
+310
2234
$24K ﹤0.01%
+500
2235
$24K ﹤0.01%
+1,575
2236
$24K ﹤0.01%
+341
2237
$24K ﹤0.01%
+1,365
2238
$23K ﹤0.01%
+553
2239
$23K ﹤0.01%
+600
2240
$23K ﹤0.01%
2,100
+1,600
2241
$23K ﹤0.01%
+544
2242
$23K ﹤0.01%
826
+405
2243
$23K ﹤0.01%
+3
2244
$23K ﹤0.01%
+1,343
2245
$23K ﹤0.01%
+1,100
2246
$23K ﹤0.01%
977
-88,700
2247
$23K ﹤0.01%
+800
2248
$23K ﹤0.01%
2,605
+1,745
2249
$23K ﹤0.01%
378
-2,667
2250
$23K ﹤0.01%
1,452
+1,222
88 89
90
91 92