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
1351
$14K ﹤0.01%
300
-1,321
1352
$14K ﹤0.01%
180
-1,190
1353
$14K ﹤0.01%
+150
1354
$14K ﹤0.01%
236
-5,374
1355
$14K ﹤0.01%
2,203
-936
1356
$14K ﹤0.01%
145
-56
1357
$14K ﹤0.01%
201
-1,220
1358
$14K ﹤0.01%
1,556
-2,079
1359
$13K ﹤0.01%
177
-42
1360
$13K ﹤0.01%
326
-2,192
1361
$13K ﹤0.01%
315
+47
1362
$13K ﹤0.01%
+350
1363
$13K ﹤0.01%
+235
1364
$13K ﹤0.01%
1,009
-1,491
1365
$13K ﹤0.01%
+3,000
1366
$13K ﹤0.01%
243
-21,867
1367
$13K ﹤0.01%
103
-582
1368
$13K ﹤0.01%
18
+7
1369
$13K ﹤0.01%
500
-1,658
1370
$13K ﹤0.01%
+6
1371
$13K ﹤0.01%
287
-666
1372
$13K ﹤0.01%
421
+49
1373
$13K ﹤0.01%
94
-278
1374
$13K ﹤0.01%
239
+59
1375
$13K ﹤0.01%
1,811
-687
53 54
55
56 57