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
1151
$26K ﹤0.01%
1,329
-8,610
1152
$26K ﹤0.01%
+1,756
1153
$25K ﹤0.01%
+886
1154
$25K ﹤0.01%
+1,005
1155
$25K ﹤0.01%
1,136
-1,797
1156
$25K ﹤0.01%
1,526
-5,630
1157
$25K ﹤0.01%
328
+72
1158
$25K ﹤0.01%
200
+1
1159
$25K ﹤0.01%
1,152
-7,240
1160
$25K ﹤0.01%
82
-904
1161
$25K ﹤0.01%
415
-17,784
1162
$25K ﹤0.01%
176
-8,381
1163
$25K ﹤0.01%
1,565
-296
1164
$25K ﹤0.01%
2,500
1165
$25K ﹤0.01%
4,100
-6,101
1166
$25K ﹤0.01%
+1,000
1167
$25K ﹤0.01%
750
-97,406
1168
$25K ﹤0.01%
278
-435
1169
$25K ﹤0.01%
287
-2,305
1170
$25K ﹤0.01%
210
+67
1171
$25K ﹤0.01%
324
-39
1172
$24K ﹤0.01%
799
-863
1173
$24K ﹤0.01%
+295
1174
$24K ﹤0.01%
611
+461
1175
$24K ﹤0.01%
600
-5,442
45 46
47
48 49