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
1251
$20K ﹤0.01%
800
-17,376
1252
$20K ﹤0.01%
446
-858
1253
$20K ﹤0.01%
2,880
+1,440
1254
$20K ﹤0.01%
1,121
+918
1255
$20K ﹤0.01%
200
-898
1256
$20K ﹤0.01%
385
-864
1257
$20K ﹤0.01%
1,760
+50
1258
$20K ﹤0.01%
+2,000
1259
$19K ﹤0.01%
154
-1,380
1260
$19K ﹤0.01%
358
-987
1261
$19K ﹤0.01%
+314
1262
$19K ﹤0.01%
1,500
-9,760
1263
$19K ﹤0.01%
3,110
-251,946
1264
$19K ﹤0.01%
1,340
-483
1265
$19K ﹤0.01%
1,422
-1,233
1266
$19K ﹤0.01%
400
-8,050
1267
$19K ﹤0.01%
877
-9,926
1268
$19K ﹤0.01%
361
-15,348
1269
$19K ﹤0.01%
828
-54,078
1270
$19K ﹤0.01%
+386
1271
$18K ﹤0.01%
108
-1,214
1272
$18K ﹤0.01%
716
+36
1273
$18K ﹤0.01%
150
-157
1274
$18K ﹤0.01%
339
+78
1275
$18K ﹤0.01%
+590
49 50
51
52 53