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
2326
$20K ﹤0.01%
577
-1,374
2327
$20K ﹤0.01%
+828
2328
$20K ﹤0.01%
+1,608
2329
$20K ﹤0.01%
298
+280
2330
$20K ﹤0.01%
701
+325
2331
$20K ﹤0.01%
+4,500
2332
$20K ﹤0.01%
433
+220
2333
$20K ﹤0.01%
652
-25,778
2334
$20K ﹤0.01%
574
+259
2335
$20K ﹤0.01%
702
-3,798
2336
$20K ﹤0.01%
+1,000
2337
$20K ﹤0.01%
+400
2338
$20K ﹤0.01%
+438
2339
$20K ﹤0.01%
+871
2340
$20K ﹤0.01%
+430
2341
$20K ﹤0.01%
+665
2342
$20K ﹤0.01%
+570
2343
$20K ﹤0.01%
+1,585
2344
$20K ﹤0.01%
+408
2345
$20K ﹤0.01%
978
+782
2346
$20K ﹤0.01%
+2,233
2347
$20K ﹤0.01%
875
+793
2348
$20K ﹤0.01%
+2,000
2349
$20K ﹤0.01%
+2,441
2350
$20K ﹤0.01%
+788
92 93
94
95 96