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
1376
$13K ﹤0.01%
219
+110
1377
$13K ﹤0.01%
+249
1378
$13K ﹤0.01%
1,012
-1,877
1379
$13K ﹤0.01%
740
-5,208
1380
$13K ﹤0.01%
177
-42
1381
$13K ﹤0.01%
326
-2,192
1382
$13K ﹤0.01%
315
+47
1383
$13K ﹤0.01%
+350
1384
$13K ﹤0.01%
+235
1385
$13K ﹤0.01%
1,009
-1,491
1386
$13K ﹤0.01%
+3,000
1387
$13K ﹤0.01%
243
-21,867
1388
$13K ﹤0.01%
103
-582
1389
$13K ﹤0.01%
273
+213
1390
$13K ﹤0.01%
300
-3,481
1391
$13K ﹤0.01%
18
+7
1392
$13K ﹤0.01%
+6
1393
$13K ﹤0.01%
500
-1,658
1394
$13K ﹤0.01%
+546
1395
$12K ﹤0.01%
62
-742
1396
$12K ﹤0.01%
113
-1,423
1397
$12K ﹤0.01%
524
-704
1398
$12K ﹤0.01%
452
-508
1399
$12K ﹤0.01%
400
+214
1400
$12K ﹤0.01%
+469
54 55
56
57 58