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
1401
$12K ﹤0.01%
600
+431
1402
$12K ﹤0.01%
800
-4,366
1403
$12K ﹤0.01%
1,000
-6,526
1404
$12K ﹤0.01%
+452
1405
$12K ﹤0.01%
250
-56
1406
$12K ﹤0.01%
2,655
+1,905
1407
$12K ﹤0.01%
376
-166
1408
$12K ﹤0.01%
205
-9,232
1409
$12K ﹤0.01%
469
-3,186
1410
$12K ﹤0.01%
205
-398
1411
$12K ﹤0.01%
+189
1412
$12K ﹤0.01%
422
-2,460
1413
– –
0
1414
$12K ﹤0.01%
490
-1,028
1415
$12K ﹤0.01%
70
-10,672
1416
$12K ﹤0.01%
+500
1417
$12K ﹤0.01%
94
-976
1418
$12K ﹤0.01%
1,000
1419
$12K ﹤0.01%
83
-2,960
1420
$11K ﹤0.01%
+450
1421
$11K ﹤0.01%
507
-600
1422
$11K ﹤0.01%
886
+686
1423
$11K ﹤0.01%
164
-939
1424
$11K ﹤0.01%
380
-1,625
1425
$11K ﹤0.01%
+220
55 56
57
58 59