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
2301
$21K ﹤0.01%
+1,146
2302
$21K ﹤0.01%
100
+59
2303
$21K ﹤0.01%
1,258
+676
2304
$21K ﹤0.01%
990
-794
2305
$21K ﹤0.01%
+3,750
2306
$21K ﹤0.01%
+6,600
2307
$21K ﹤0.01%
+2,165
2308
$21K ﹤0.01%
+2,300
2309
$21K ﹤0.01%
+2,038
2310
$21K ﹤0.01%
+925
2311
$21K ﹤0.01%
+306
2312
$21K ﹤0.01%
+2,000
2313
$21K ﹤0.01%
422
-656
2314
$21K ﹤0.01%
+1,200
2315
$21K ﹤0.01%
+1,086
2316
$20K ﹤0.01%
+4,722
2317
$20K ﹤0.01%
+807
2318
$20K ﹤0.01%
+925
2319
$20K ﹤0.01%
+825
2320
$20K ﹤0.01%
+283
2321
$20K ﹤0.01%
+1,377
2322
$20K ﹤0.01%
544
-736
2323
$20K ﹤0.01%
155
+140
2324
$20K ﹤0.01%
928
-122
2325
$20K ﹤0.01%
+2,000
91 92
93
94 95