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

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
2426
$17K ﹤0.01%
+1,000
2427
$17K ﹤0.01%
+600
2428
$17K ﹤0.01%
+562
2429
$17K ﹤0.01%
+268
2430
$17K ﹤0.01%
+793
2431
$17K ﹤0.01%
495
+145
2432
$17K ﹤0.01%
+1,500
2433
$17K ﹤0.01%
+396
2434
$17K ﹤0.01%
+4,800
2435
$17K ﹤0.01%
+400
2436
$17K ﹤0.01%
+1,812
2437
$17K ﹤0.01%
532
+313
2438
$17K ﹤0.01%
+269
2439
$17K ﹤0.01%
+200
2440
$17K ﹤0.01%
+630
2441
$17K ﹤0.01%
+1,065
2442
$17K ﹤0.01%
360
-7,296
2443
$17K ﹤0.01%
+508
2444
$17K ﹤0.01%
+3,000
2445
$17K ﹤0.01%
+652
2446
$17K ﹤0.01%
+293
2447
$17K ﹤0.01%
+326
2448
$17K ﹤0.01%
500
+150
2449
$17K ﹤0.01%
500
+342
2450
$17K ﹤0.01%
818
-2,857