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
1201
$23K ﹤0.01%
1,200
+300
1202
$22K ﹤0.01%
495
-595
1203
$22K ﹤0.01%
1,136
-960
1204
$22K ﹤0.01%
+2,395
1205
$22K ﹤0.01%
1,305
-2,695
1206
$22K ﹤0.01%
396
-592
1207
$22K ﹤0.01%
+492
1208
$22K ﹤0.01%
1,483
-2,610
1209
$22K ﹤0.01%
+405
1210
$22K ﹤0.01%
1,200
-5,353
1211
$22K ﹤0.01%
150
-683
1212
$22K ﹤0.01%
500
-1,253
1213
$22K ﹤0.01%
400
-2,263
1214
$22K ﹤0.01%
182
+87
1215
$22K ﹤0.01%
234
-699
1216
$22K ﹤0.01%
50
-151
1217
$22K ﹤0.01%
1,061
+963
1218
$21K ﹤0.01%
266
-2,190
1219
$21K ﹤0.01%
161
-259
1220
$21K ﹤0.01%
6,254
+5,111
1221
$21K ﹤0.01%
4,200
-3,250
1222
$21K ﹤0.01%
100
-290
1223
$21K ﹤0.01%
970
-16,005
1224
$21K ﹤0.01%
2,000
-15,014
1225
$21K ﹤0.01%
+397
47 48
49
50 51