IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1051
$34K ﹤0.01%
1,570
+231
1052
$34K ﹤0.01%
2,543
-37,374
1053
$34K ﹤0.01%
356
-2,498
1054
$34K ﹤0.01%
2,494
-5,901
1055
$34K ﹤0.01%
+559
1056
$33K ﹤0.01%
390
-342
1057
$33K ﹤0.01%
316
-6,214
1058
$33K ﹤0.01%
1,440
+1,381
1059
$33K ﹤0.01%
1,782
-84,036
1060
$33K ﹤0.01%
+268
1061
$33K ﹤0.01%
1,000
-587
1062
$33K ﹤0.01%
4,093
-14,189
1063
$33K ﹤0.01%
380
-1,033
1064
$33K ﹤0.01%
909
-6,695
1065
$33K ﹤0.01%
1,305
+915
1066
$33K ﹤0.01%
180
-1,075
1067
$33K ﹤0.01%
1,500
+746
1068
$33K ﹤0.01%
+1,300
1069
$33K ﹤0.01%
188
-444
1070
$32K ﹤0.01%
400
-1,628
1071
$32K ﹤0.01%
391
-338
1072
$32K ﹤0.01%
1,101
-4,514
1073
$32K ﹤0.01%
682
+220
1074
$32K ﹤0.01%
1,877
+1,314
1075
$32K ﹤0.01%
+1,000
41 42
43
44 45