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
1426
$11K ﹤0.01%
+538
1427
$11K ﹤0.01%
252
-173
1428
$11K ﹤0.01%
113
-584
1429
$11K ﹤0.01%
+100
1430
$11K ﹤0.01%
+935
1431
$11K ﹤0.01%
168
-1,232
1432
$11K ﹤0.01%
132
-1,223
1433
$11K ﹤0.01%
1,152
-24,350
1434
$11K ﹤0.01%
239
-3,710
1435
$11K ﹤0.01%
825
-175
1436
$11K ﹤0.01%
200
-395
1437
$11K ﹤0.01%
510
+110
1438
$11K ﹤0.01%
1,000
-155
1439
$11K ﹤0.01%
+188
1440
$11K ﹤0.01%
226
+140
1441
$11K ﹤0.01%
213
-302
1442
$11K ﹤0.01%
408
+8
1443
$11K ﹤0.01%
+250
1444
$11K ﹤0.01%
1,122
+1,022
1445
$11K ﹤0.01%
+446
1446
$11K ﹤0.01%
+25
1447
$11K ﹤0.01%
800
-67,300
1448
$10K ﹤0.01%
+110
1449
$10K ﹤0.01%
1,090
-29,541
1450
$10K ﹤0.01%
+208
56 57
58
59 60