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
1326
$15K ﹤0.01%
269
-8,592
1327
$15K ﹤0.01%
125
+25
1328
$15K ﹤0.01%
350
-145
1329
$15K ﹤0.01%
800
-9,886
1330
$15K ﹤0.01%
+859
1331
$15K ﹤0.01%
164
-3,810
1332
$15K ﹤0.01%
500
-1,600
1333
$15K ﹤0.01%
+293
1334
$15K ﹤0.01%
+214
1335
$15K ﹤0.01%
200
-1,463
1336
$15K ﹤0.01%
320
-969
1337
$15K ﹤0.01%
600
+391
1338
$15K ﹤0.01%
123
-226
1339
$15K ﹤0.01%
150
-358
1340
$15K ﹤0.01%
746
+725
1341
$14K ﹤0.01%
+679
1342
$14K ﹤0.01%
1,140
+990
1343
$14K ﹤0.01%
+637
1344
$14K ﹤0.01%
236
-5,374
1345
$14K ﹤0.01%
2,203
-936
1346
$14K ﹤0.01%
74
-78
1347
$14K ﹤0.01%
104
-35,616
1348
$14K ﹤0.01%
900
-1,690
1349
$14K ﹤0.01%
153
-1,689
1350
$14K ﹤0.01%
300
-1,321
52 53
54
55 56