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
2251
$23K ﹤0.01%
732
+614
2252
$23K ﹤0.01%
3,125
+2,525
2253
$23K ﹤0.01%
1,241
+503
2254
$23K ﹤0.01%
+937
2255
$23K ﹤0.01%
+1,031
2256
$23K ﹤0.01%
+1,700
2257
$23K ﹤0.01%
188
+134
2258
$23K ﹤0.01%
2,575
-3,178
2259
$23K ﹤0.01%
+1,189
2260
$23K ﹤0.01%
+1,650
2261
$23K ﹤0.01%
+2,155
2262
$23K ﹤0.01%
974
-21,318
2263
$23K ﹤0.01%
+714
2264
$23K ﹤0.01%
+219
2265
$23K ﹤0.01%
+497
2266
$23K ﹤0.01%
3,760
-5,340
2267
$22K ﹤0.01%
+872
2268
$22K ﹤0.01%
+1,294
2269
$22K ﹤0.01%
+1,517
2270
$22K ﹤0.01%
+1,703
2271
$22K ﹤0.01%
+1,128
2272
$22K ﹤0.01%
738
+624
2273
$22K ﹤0.01%
+1,690
2274
$22K ﹤0.01%
+2,425
2275
$22K ﹤0.01%
173
+48
89 90
91
92 93