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
1576
$7K ﹤0.01%
141
-1,983
1577
$7K ﹤0.01%
100
-50
1578
$7K ﹤0.01%
157
-184
1579
$7K ﹤0.01%
214
-1,887
1580
$7K ﹤0.01%
+247
1581
$7K ﹤0.01%
115
-1,011
1582
$7K ﹤0.01%
54
-81
1583
$7K ﹤0.01%
100
-6,410
1584
$7K ﹤0.01%
614
+314
1585
$7K ﹤0.01%
+152
1586
$7K ﹤0.01%
523
-1,645
1587
$7K ﹤0.01%
500
-7,550
1588
$7K ﹤0.01%
195
-8,652
1589
$7K ﹤0.01%
100
-25
1590
$7K ﹤0.01%
1,206
+61
1591
$7K ﹤0.01%
34
-654
1592
$7K ﹤0.01%
900
-5,441
1593
$7K ﹤0.01%
2,417
1594
$7K ﹤0.01%
+1,000
1595
$6K ﹤0.01%
+198
1596
$6K ﹤0.01%
140
1597
$6K ﹤0.01%
132
-2,524
1598
$6K ﹤0.01%
+262
1599
$6K ﹤0.01%
213
-1,264
1600
$6K ﹤0.01%
129
-7
62 63
64
65 66