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
2276
$22K ﹤0.01%
2,834
+1,834
2277
$22K ﹤0.01%
8,674
+8,474
2278
$22K ﹤0.01%
426
+61
2279
$22K ﹤0.01%
+2,800
2280
$22K ﹤0.01%
+59
2281
$22K ﹤0.01%
+1,355
2282
$22K ﹤0.01%
347
+197
2283
$22K ﹤0.01%
+1,535
2284
$22K ﹤0.01%
2,093
+2,057
2285
$22K ﹤0.01%
3,407
+3,190
2286
$22K ﹤0.01%
1,264
+657
2287
$22K ﹤0.01%
+1,380
2288
$22K ﹤0.01%
+3,200
2289
$22K ﹤0.01%
+867
2290
$22K ﹤0.01%
+2,996
2291
$22K ﹤0.01%
+659
2292
$22K ﹤0.01%
+1,497
2293
$22K ﹤0.01%
+607
2294
$22K ﹤0.01%
134
-44
2295
$22K ﹤0.01%
+809
2296
$21K ﹤0.01%
+383
2297
$21K ﹤0.01%
+461
2298
$21K ﹤0.01%
+300
2299
$21K ﹤0.01%
+2,184
2300
$21K ﹤0.01%
557
-176
90 91
92
93 94