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
1301
$17K ﹤0.01%
571
-1,143
1302
$17K ﹤0.01%
+1,725
1303
$17K ﹤0.01%
1,663
-48,722
1304
$16K ﹤0.01%
+662
1305
$16K ﹤0.01%
462
-87
1306
$16K ﹤0.01%
908
-30,420
1307
$16K ﹤0.01%
430
-3,439
1308
$16K ﹤0.01%
355
-30
1309
$16K ﹤0.01%
738
-54
1310
$16K ﹤0.01%
96
-4,710
1311
$16K ﹤0.01%
116
-2,246
1312
$16K ﹤0.01%
257
-1,053
1313
$16K ﹤0.01%
1,000
-4,081
1314
$16K ﹤0.01%
700
-4,855
1315
$16K ﹤0.01%
340
+269
1316
$16K ﹤0.01%
293
+162
1317
$16K ﹤0.01%
564
-3,631
1318
$16K ﹤0.01%
615
-2,885
1319
$16K ﹤0.01%
333
-437
1320
$16K ﹤0.01%
214
-928
1321
$16K ﹤0.01%
+620
1322
$16K ﹤0.01%
237
-11,044
1323
$16K ﹤0.01%
361
+1
1324
$15K ﹤0.01%
96
-1,389
1325
$15K ﹤0.01%
894
+504
51 52
53
54 55