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
2401
$18K ﹤0.01%
1,146
+146
2402
$18K ﹤0.01%
342
+249
2403
$18K ﹤0.01%
705
+564
2404
$18K ﹤0.01%
336
-164
2405
$18K ﹤0.01%
497
-13,255
2406
$18K ﹤0.01%
+1,200
2407
$18K ﹤0.01%
+150
2408
$18K ﹤0.01%
318
-348
2409
$18K ﹤0.01%
1,559
+989
2410
$18K ﹤0.01%
20,101
+20,000
2411
$18K ﹤0.01%
1,185
2412
$18K ﹤0.01%
+2,162
2413
$18K ﹤0.01%
+12,792
2414
$18K ﹤0.01%
+1,100
2415
$18K ﹤0.01%
+6,600
2416
$18K ﹤0.01%
+1,333
2417
$18K ﹤0.01%
+1,074
2418
$17K ﹤0.01%
414
-2,530
2419
$17K ﹤0.01%
+187
2420
$17K ﹤0.01%
+618
2421
$17K ﹤0.01%
264
-6,732
2422
$17K ﹤0.01%
870
-948
2423
$17K ﹤0.01%
775
+364
2424
$17K ﹤0.01%
+968
2425
$17K ﹤0.01%
838
+625
95 96
97
98 99