We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1701
$5K ﹤0.01%
168
-708
1702
$5K ﹤0.01%
116
-42
1703
$5K ﹤0.01%
100
-15,348
1704
$5K ﹤0.01%
37
-971
1705
$5K ﹤0.01%
459
-9,045
1706
$5K ﹤0.01%
119
-460
1707
$5K ﹤0.01%
+171
1708
$5K ﹤0.01%
+202
1709
$5K ﹤0.01%
127
-24,252
1710
$5K ﹤0.01%
+200
1711
$4K ﹤0.01%
67
1712
$4K ﹤0.01%
+20
1713
$4K ﹤0.01%
4
-411
1714
$4K ﹤0.01%
83
-167
1715
$4K ﹤0.01%
325
-5,120
1716
$4K ﹤0.01%
114
-624
1717
$4K ﹤0.01%
+19
1718
$4K ﹤0.01%
300
-730
1719
$4K ﹤0.01%
72
-28
1720
$4K ﹤0.01%
161
-409
1721
$4K ﹤0.01%
261
-12,401
1722
$4K ﹤0.01%
+37
1723
$4K ﹤0.01%
68
-1,191
1724
$4K ﹤0.01%
+55
1725
$4K ﹤0.01%
50
-5,698
67 68
69
70 71