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
1726
$4K ﹤0.01%
50
-5,698
1727
$4K ﹤0.01%
47
-1,029
1728
$4K ﹤0.01%
100
-881
1729
$4K ﹤0.01%
148
-536
1730
$4K ﹤0.01%
105
-37,053
1731
$4K ﹤0.01%
266
-2,075
1732
$4K ﹤0.01%
144
-2,272
1733
$4K ﹤0.01%
+27
1734
$4K ﹤0.01%
438
+138
1735
$4K ﹤0.01%
325
-20,876
1736
$4K ﹤0.01%
1,025
-41,475
1737
$4K ﹤0.01%
+133
1738
$4K ﹤0.01%
+210
1739
$4K ﹤0.01%
740
-9,246
1740
$4K ﹤0.01%
111
-237
1741
$4K ﹤0.01%
40
-477
1742
$4K ﹤0.01%
15
-286
1743
$4K ﹤0.01%
386
-10,922
1744
$4K ﹤0.01%
+54
1745
– –
0
1746
$4K ﹤0.01%
+500
1747
$4K ﹤0.01%
475
-11,446
1748
$4K ﹤0.01%
37
-581
1749
$4K ﹤0.01%
34
-129
1750
$4K ﹤0.01%
34
-670
68 69
70
71 72