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
1176
$24K ﹤0.01%
200
-1,500
1177
$24K ﹤0.01%
1,060
-11,313
1178
$24K ﹤0.01%
1,451
-3,570
1179
$24K ﹤0.01%
799
-863
1180
$24K ﹤0.01%
+295
1181
$24K ﹤0.01%
+269
1182
$24K ﹤0.01%
+880
1183
$24K ﹤0.01%
426
-203
1184
$24K ﹤0.01%
+2,151
1185
$23K ﹤0.01%
383
+18
1186
$23K ﹤0.01%
1,564
-23,669
1187
$23K ﹤0.01%
986
-3,155
1188
$23K ﹤0.01%
+850
1189
$23K ﹤0.01%
1,200
+300
1190
$23K ﹤0.01%
300
-148
1191
$23K ﹤0.01%
1,914
-24,636
1192
$23K ﹤0.01%
2,127
-1,086
1193
$23K ﹤0.01%
+812
1194
$23K ﹤0.01%
625
-725
1195
$23K ﹤0.01%
2,975
-32,620
1196
$23K ﹤0.01%
589
-696
1197
$23K ﹤0.01%
400
+100
1198
$23K ﹤0.01%
1,175
-17,730
1199
$23K ﹤0.01%
364
+182
1200
$23K ﹤0.01%
2,015
+1,883
46 47
48
49 50