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
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.2M
3
+$6.87M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$5.84M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.48M

Top Sells

1
+$25.4M
2
+$21.1M
3
+$17.4M
4
T icon
AT&T
T
+$15.6M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

Sector Composition

1 Technology 5.95%
2 Financials 4.52%
3 Consumer Discretionary 4.29%
4 Communication Services 3.18%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$37K 0.01%
264
-2,726
1027
$37K 0.01%
1,757
-1,090
1028
$37K 0.01%
+717
1029
$37K 0.01%
1,930
-928
1030
$37K 0.01%
605
-171
1031
$36K ﹤0.01%
466
-407
1032
$36K ﹤0.01%
837
-2,997
1033
$36K ﹤0.01%
630
-3,092
1034
$36K ﹤0.01%
1,200
-12,110
1035
$36K ﹤0.01%
178
-10
1036
$36K ﹤0.01%
456
-232
1037
$35K ﹤0.01%
+1,041
1038
$35K ﹤0.01%
+1,359
1039
$35K ﹤0.01%
1,210
+247
1040
$35K ﹤0.01%
2,574
+1,974
1041
$35K ﹤0.01%
975
+644
1042
$35K ﹤0.01%
+710
1043
$35K ﹤0.01%
+486
1044
$35K ﹤0.01%
422
-839
1045
$35K ﹤0.01%
666
-354
1046
$34K ﹤0.01%
+1,567
1047
$34K ﹤0.01%
760
-8,487
1048
$34K ﹤0.01%
+1,484
1049
$34K ﹤0.01%
214
-799
1050
$34K ﹤0.01%
472
-14,120
40 41
42
43 44