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
1101
$29K ﹤0.01%
314
-481
1102
$29K ﹤0.01%
110
-2,662
1103
$29K ﹤0.01%
1,300
-8,059
1104
$29K ﹤0.01%
563
+447
1105
$29K ﹤0.01%
1,300
+1,067
1106
$29K ﹤0.01%
228
-118
1107
$29K ﹤0.01%
+762
1108
$29K ﹤0.01%
+1,800
1109
$29K ﹤0.01%
563
-17,648
1110
$28K ﹤0.01%
714
-45,876
1111
$28K ﹤0.01%
297
-782
1112
$28K ﹤0.01%
+1,131
1113
$28K ﹤0.01%
2,650
-3,500
1114
$28K ﹤0.01%
2,057
-2,255
1115
$28K ﹤0.01%
513
-3,585
1116
$28K ﹤0.01%
717
+517
1117
$28K ﹤0.01%
2,225
-787
1118
$28K ﹤0.01%
550
+61
1119
$28K ﹤0.01%
1,985
-849
1120
$27K ﹤0.01%
+1,088
1121
$27K ﹤0.01%
+1,042
1122
$27K ﹤0.01%
+645
1123
$27K ﹤0.01%
1,155
+403
1124
$27K ﹤0.01%
365
-1,054
1125
$27K ﹤0.01%
2,216
+736
43 44
45
46 47