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
1276
$18K ﹤0.01%
18
-59
1277
$18K ﹤0.01%
150
-157
1278
$18K ﹤0.01%
+897
1279
$18K ﹤0.01%
965
-100
1280
$18K ﹤0.01%
1,780
-36,598
1281
$18K ﹤0.01%
+550
1282
$18K ﹤0.01%
1,048
+412
1283
$18K ﹤0.01%
377
-1,381
1284
$18K ﹤0.01%
6,575
-31,589
1285
$18K ﹤0.01%
+728
1286
$18K ﹤0.01%
1,500
-753
1287
$18K ﹤0.01%
275
+118
1288
$18K ﹤0.01%
232
-1,501
1289
$18K ﹤0.01%
1,185
1290
$17K ﹤0.01%
528
+190
1291
$17K ﹤0.01%
790
-88,440
1292
$17K ﹤0.01%
106
-7,907
1293
$17K ﹤0.01%
400
+391
1294
$17K ﹤0.01%
275
1295
$17K ﹤0.01%
1,285
-4,456
1296
$17K ﹤0.01%
902
-270
1297
$17K ﹤0.01%
512
-9,005
1298
$17K ﹤0.01%
191
-222
1299
$17K ﹤0.01%
522
-4,486
1300
$17K ﹤0.01%
680
+459
50 51
52
53 54