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
1526
$9K ﹤0.01%
142
-2,799
1527
$9K ﹤0.01%
+100
1528
$9K ﹤0.01%
1,293
-10,052
1529
$9K ﹤0.01%
+150
1530
$9K ﹤0.01%
91
-7
1531
$8K ﹤0.01%
+400
1532
$8K ﹤0.01%
400
-800
1533
$8K ﹤0.01%
258
-986
1534
$8K ﹤0.01%
100
-245
1535
$8K ﹤0.01%
236
-3,808
1536
$8K ﹤0.01%
600
+542
1537
$8K ﹤0.01%
63
-392
1538
$8K ﹤0.01%
+223
1539
$8K ﹤0.01%
411
+289
1540
$8K ﹤0.01%
200
-1,112
1541
$8K ﹤0.01%
229
-31,532
1542
$8K ﹤0.01%
333
-1,099
1543
$8K ﹤0.01%
245
-1,341
1544
$8K ﹤0.01%
148
-39,232
1545
$8K ﹤0.01%
+177
1546
$8K ﹤0.01%
80
-2,000
1547
$8K ﹤0.01%
500
+100
1548
$8K ﹤0.01%
14
-627
1549
$8K ﹤0.01%
+900
1550
$8K ﹤0.01%
125
+25
60 61
62
63 64