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
2451
$17K ﹤0.01%
+743
2452
$17K ﹤0.01%
+1,330
2453
$17K ﹤0.01%
7,049
+3,185
2454
$17K ﹤0.01%
754
-746
2455
$17K ﹤0.01%
900
+400
2456
$17K ﹤0.01%
+8
2457
$17K ﹤0.01%
+400
2458
$17K ﹤0.01%
+284
2459
$17K ﹤0.01%
+1,102
2460
$17K ﹤0.01%
+1,102
2461
$16K ﹤0.01%
+717
2462
$16K ﹤0.01%
+4,750
2463
$16K ﹤0.01%
417
+416
2464
$16K ﹤0.01%
190
+104
2465
$16K ﹤0.01%
+198
2466
$16K ﹤0.01%
1,179
+532
2467
$16K ﹤0.01%
659
+251
2468
$16K ﹤0.01%
+1,151
2469
$16K ﹤0.01%
+1,000
2470
$16K ﹤0.01%
+996
2471
$16K ﹤0.01%
371
-196
2472
$16K ﹤0.01%
+794
2473
$16K ﹤0.01%
+4,155
2474
$16K ﹤0.01%
+621
2475
$16K ﹤0.01%
+1,700