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
1226
$21K ﹤0.01%
625
-2,806
1227
$21K ﹤0.01%
41
-65
1228
$21K ﹤0.01%
945
-2,475
1229
$21K ﹤0.01%
311
+234
1230
$21K ﹤0.01%
1,849
-4,761
1231
$21K ﹤0.01%
365
-4,894
1232
$21K ﹤0.01%
844
-1,782
1233
$21K ﹤0.01%
100
-42
1234
$21K ﹤0.01%
850
+643
1235
$21K ﹤0.01%
448
-4,331
1236
$21K ﹤0.01%
+800
1237
$20K ﹤0.01%
433
-1,067
1238
$20K ﹤0.01%
+1,374
1239
$20K ﹤0.01%
+335
1240
$20K ﹤0.01%
642
-2,050
1241
$20K ﹤0.01%
402
+124
1242
$20K ﹤0.01%
594
+438
1243
$20K ﹤0.01%
+497
1244
$20K ﹤0.01%
650
-6,090
1245
$20K ﹤0.01%
424
-6,268
1246
$20K ﹤0.01%
+1,064
1247
$20K ﹤0.01%
231
-2,782
1248
$20K ﹤0.01%
800
-17,376
1249
$20K ﹤0.01%
446
-858
1250
$20K ﹤0.01%
2,880
+1,440
48 49
50
51 52