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
1126
$27K ﹤0.01%
556
-9,208
1127
$27K ﹤0.01%
664
-11,205
1128
$27K ﹤0.01%
924
-13,490
1129
$27K ﹤0.01%
500
+321
1130
$27K ﹤0.01%
331
-2,030
1131
$27K ﹤0.01%
+150
1132
$27K ﹤0.01%
+1,340
1133
$27K ﹤0.01%
364
-648
1134
$26K ﹤0.01%
7,677
-1,401
1135
$26K ﹤0.01%
700
-4,300
1136
$26K ﹤0.01%
213
-857
1137
$26K ﹤0.01%
408
-251
1138
$26K ﹤0.01%
1,050
+94
1139
$26K ﹤0.01%
844
-2,840
1140
$26K ﹤0.01%
2,000
-5,605
1141
$26K ﹤0.01%
2,002
-9,523
1142
$26K ﹤0.01%
297
+275
1143
$26K ﹤0.01%
8
-255
1144
$26K ﹤0.01%
247
-1,175
1145
$26K ﹤0.01%
154
+19
1146
$26K ﹤0.01%
220
+134
1147
$26K ﹤0.01%
2,046
-1,531
1148
$26K ﹤0.01%
1,300
+923
1149
$26K ﹤0.01%
500
-5,151
1150
$26K ﹤0.01%
574
-3,244
44 45
46
47 48